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.
H&G High Conviction Fund is an equity fund with a focus on Ex-ASX300 listed companies. (For Wholesale Investors only)
The Russell Investments High Dividend Australian Shares ETF (the 'Fund') seeks to track the Russell Australia High Dividend Index ('the Index'), which comprises Australian blue-chip companies with a bias towards those that have a high expected dividend yield but also meet other characteristics including: a history of paying dividends; dividend growth and consistent earnings. The Fund invests in a diversified portfolio of Australian shares and trusts listed on the Australian Securities Exchange (ASX), with the aim of delivering income, through higher dividends and franking credits, as well as capital growth to investors.
The Fund is an actively managed fund that aims to provide investors with geared returns that are positively related to the returns of the Nasdaq-100 Index.
The Fund provides an opportunity for Wealth Managers to access cash-based products designed with specific considerations to their core needs across returns, liquidity, administration, and reporting. (For Wholesale Investors Only)
To provide long-term capital growth by investing in a portfolio of life science companies where innovation plays a crucial role in improving global health and economic outcomes.
The Vanguard Diversified Income ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio.
Tribeca Global Natural Resources (TGF) provides investors with exposure to an active long short investment strategy that seeks to profit from the inherent volatility in the Natural Resources Sector.
This is a “done-for-you” solution that provides an actively-managed investment account service to investors wanting capital growth over a minimum time frame of 5 years.
Alternative Investment Trust (AIQ or the Trust) is listed on the Australian Stock Exchange (ASX) and has exposure to a portfolio of leading international absolute return funds and selected direct investments in subordinated debt and equity co-investments.
The Antipodes Global Value Active ETF is an exchange traded managed fund quoted on the ASX, otherwise known as an active ETF, offering investors access to a long only global securities portfolio via a single trade. The fund's fundamental, pragmatic value-focused approach focuses on buying great but undervalued companies and building a concentrated portfolio of at least 30 holdings.
The Invesco Wholesale Senior Secured Income Fund invests in Senior Secured Loans to around 350 global companies, many household names, diversified across 20 or more sectors.
The fund aims to achieve capital growth over the long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares, supplemented by a passive currency overlay to reduce the risk of foreign currency price movements
The Fund offers investments which provide interest to investors seeking better performance in a secured and transparent environment.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
