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 SPDR® S&P®/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.
The Fund is an open-ended, unlisted unit trust which aims to provide investors with an exposure to a portfolio of real estate backed loans, secured by first and second ranked mortgages.
Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of markets by actively gearing a selection of high-quality, growing companies across the ASX 100.
The Global X Artificial Intelligence ETF (GXAI) seeks to invest in companies that potentially stand to benefit from the further development and utilisation of artificial intelligence (AI) technology.
The funds aims to achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Sharia Compliant listed companies poised to outperform the broader market over the mid- to long-term. The Fund targets innovative leaders in sectors such as technology, biotech and renewable energy.
The Fund invests in mortgages with typical loan amounts between $3M to $15M secured via a mortgage over real property located within metropolitan Sydney, Brisbane or Melbourne (For Wholesale Investors Only).
The Global X Gold Bullion (Currency Hedged) ETF (GHLD) offers a simple and cost-effective way to invest in physical gold with currency hedging.
AUDS aims to provide geared exposure to changes in the value of the Australian dollar against the U.S. dollar.
Invest in covered calls over the S&P/ASX 200 for enhanced income potential with franked dividends.
Betashares Geared Short US Treasury Bond Currency Hedged Complex ETF provides a simple way to generate magnified returns that are negatively correlated to 10-year US Treasury Bonds on a given day, hedged for currency exposure.
Providing exposure to a diversified portfolio of Australian clean energy infrastructure assets through its investment in development, construction and operational renewable energy projects.
IAM offers direct ownership of a curated portfolio combining investment grade bonds with syndicated term loans.
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The no fee, fixed term deposit making a positive difference to more than just your bank balance.
The OC50 Fund offers wholesale investors a diversified portfolio of 50 global venture capital investments.
