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.
Diversify your portfolio with private credit backed by Australian real estate and generate a regular income stream.
Critical Minerals & Precious Metals Exploration. (For Wholesale Investors Only)
This is an opportunity for wholesale investors to invest in an irrigated dairy aggregation of two substantial neighbouring properties in the tightly-held Derwent Valley of Tasmania (For Wholesale Investors Only)
The Fund is a geared version of the Acadian Core Australian Equity Fund (For Wholesale Investors Only)
Our core belief is that investing for the long-term in high quality companies at the right price, with exceptional founder led management and a great culture, will produce above average compound returns over the long-term. (For Wholesale Investors Only)
Long-term capital growth from high-quality assets.
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
This strategy aims to deliver attractive long-term returns by actively investing in a diversified portfolio of listed Australian companies. (For Wholesale Investors only)
This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.
Companies are staying private for longer and the fund provides access to a portfolio of leading, privately owned growth companies.
Earn from 9-11% p.a., monthly income secured by Australian real estate (For Wholesale Investors Only)
The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.
The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
Designed to provide current income while maintaining prospects for capital appreciation.
