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.
Opportunity for high income from Australian shares
Invest in highly traded next generation companies.
Unparalleled Access to Global Private Credit. A listed fund with unlisted characteristics.
Invest in robotics, automation and artificial intelligence.
The fund is an unlisted managed investment scheme offering exposure to a diversified portfolio of loans secured by registered first and second mortgages over real property. (Wholesale Investors Only)
The Fund aims to provide quarterly income and the potential for long-term capital growth. A single point of access for investors to a portfolio of quality Australian commercial properties.
Looking for regular monthly income from quality property investments?
The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.
The online savings account you’ve been hanging out for.
The objective of the Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.
Successfully replicates Warren Buffett's & Teaminvest methodology. Focussed on investing only in Wealth Winners. The fund has delivered 11.08% average compound return after costs since inception in 2013. Turning each $1m invested into $3.15 Million.
Tailor your investment to your individual risk profile, with a range of interest returns and security types.
The Fund is a geared version of the Acadian Core Australian Equity Fund (For Wholesale Investors Only)
The Fund takes a long-only investing approach to its portfolio with a view to invest in, on average, 25 to 40 positions across the ASX300. (For Wholesale Investors Only)
The Fund is an actively managed, diversified portfolio of 20 to 40 equity and equity-related securities with a global remit. (For Wholesale Investors Only)
