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 Concentrated Australian Fund is a high conviction active ETF that invests in a select group of high-quality, undervalued companies listed on the ASX, typically above A$500 million in market cap.
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.
The Fund’s objective is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, to deliver beneficial results over the full cycle.
Delivers investor returns through investments in mortgages against Australian real estate.
Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax.
The objective of the Fund is to provide monthly income through a portfolio of direct and indirect investments in loans and fixed income products.
The Fund objective is to achieve a return in excess of global bond markets.
ARMR aims to track the performance of an index (before fees and expenses) that provides exposure to leading companies involved in the global defence sector.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
MVA gives investors exposure to a diversified portfolio of Australian REITs. MVA holds a minimum of 10 Australian REITs, with a maximum weighting of 10% for each REIT. This fund aims to provide investment returns, before fees and other costs, that closely track the returns of the Index.
The objective of GC1 is to provide investors with exposure to a portfolio of smaller companies and to do this through a dedicated specialist small companies investment manager.
Australia’s first institutional fund to exclusively focus on investing in talented entrepreneurs looking to acquire and scale mid-market businesses. (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.
VBTC gives investors exposure to the price of bitcoin before fees and other costs.
The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark.
