InvestmentMarkets is designed to provide you with the autonomy and tools you need for successful investing. We aim to bring you a universe of investments to allow you to make informed, independent investment decisions based on your preferred criteria.
Each investment is classified into categories such as Industry, Asset Class, Maturity and Liquidity to allow for quick comparison. We provide you with an overview of the investment, details of the management team, access to relevant documents, as well as investment updates and FAQs.
Once you’ve found an investment meeting your objectives, you are able to contact the product issuer directly.
At InvestmentMarkets, we understand that no two investors are the same. That’s why our centralised platform offers a broad spectrum of investment opportunities which may not be available through financial planners and stockbrokers.
Our mission is to become the investment central for independent minds. We provide you with insights and an introduction to investment opportunities, then get out of your way.
Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Aura Core Income Fund aims to preserve capital and offer stable monthly income from a diversified portfolio of predominantly small to medium enterprise loans.
The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
A high-yield, open ended fund offering monthly distributions, quarterly redemptions and a highly diverse pool of credit loans which are secured by real assets and structural protections. (For Wholesale Investors Only)
The Fund is an actively managed diversified portfolio of 10-40 investments in companies and assets in the digital asset ecosystem globally. (For Wholesale Investors Only)
IAM provides wholesale clients with alternative debt investment options, allowing investors to gain exposure to a broad range of issuers and industries.
The Fund is an innovative investment vehicle allows investors to pre-commit funds to be deployed on a rolling basis. (For Wholesale Investors Only)
Offers investors moderate medium-term growth as well as some income, while managing risk. (For Wholesale Investors Only)
An income-focused pooled mortgage trust designed to offer competitive monthly income and portfolio diversity. The Trust provides exposure to returns available through loans secured by first registered mortgages over real Australian property.
The Fund gives investors access to a professionally managed portfolio of select global listed infrastructure securities.
The Fund aims to achieve positive returns over the long term by predominantly taking both Long Positions and Short Positions in Australian equities and equity derivatives.
This strategy aims to deliver superior long-term returns by actively investing in a diversified portfolio of global companies whilst promoting sustainable characteristics including a Net Zero inspired decarbonisation target (For Wholesale Investors Only)
When you invest in our private credit fund you not only have control and flexibility, but the choice of a secure long-term income through monthly payments or reinvestment plan.
The Manager aims to generate absolute returns of 8-12 per cent per annum over a 5-7 year investment cycle.
The Fund offers investors the opportunity to invest directly in a range of Registered First Mortgages over predominately residential but also limited non-residential property.
Invest in a portfolio of family homes. (For Wholesale Investors Only)
