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.
Looking for regular monthly income from quality property investments?
The Altor AltFi Income Fund provides investors with a return-maximising fixed income strategy via private credit investments. (for Wholesale Investors only)
Briars Monthly Income Fund delivers investors regular monthly distributions by investing in a pool of Australian Real Property Mortgages. (For Wholesale Investors only)
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
NSC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
Aims to provide a secure broad exposure to the cryptocurrency ecosystem. (For Wholesale Investors Only)
The OC50 Fund offers wholesale investors a diversified portfolio of 50 global venture capital investments.
Invest in a growing portfolio of high-quality government leased assets.
NCC aims to provide investors with a long-term concentrated exposure to Australian public and private emerging companies (excluding resource companies).
The Fund seeks to produce attractive risk-adjusted returns with low long term average correlation to traditional equity markets. It seeks to achieve returns from its multi strategy approach, over the medium to long term. (For Wholesale Investors Only)
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
Cordis Global Medical Technology Fund is an Australian unit trust of actively-managed global listed companies which design and manufacture medical devices to treat critical chronic diseases.
An opportunity to invest in a soon to be completed large format retail centre located in a growing region of Victoria.
The Fund is an Australian Listed Resource Sector Focused Equity Long Short with potential for significant long-term capital growth with less correlation or drawdowns typically related to long only resource stock investments. (For Wholesale Investors Only)
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.
