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 Fund aims to provide investors with the performance of the MSCI Emerging Markets ex China Index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets, excluding China.
Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
OTG Capital pools investor funds into a portfolio of commercial loans providing monthly income that is secured against first & second mortgage collateral over properties in Austalia's popular East Coast city locations (wholesale investors only)
BKI aims to generate an increasing income stream for distribution to shareholders in the form of fully franked dividends through long term investment in a portfolio of assets that are also able to deliver long term capital growth to shareholders.
The Mutual Cash Fund is a portfolio of the best Australian major bank term deposits with small cash holdings.
Betashares Geared Short Australian Government Bond Complex ETF provides a simple way to generate magnified returns that are negatively correlated to 10-year Australian Treasury Bonds on a given day.
Using Allan Gray’s contrarian investment strategy, the Fund seeks to provide a long-term return that exceeds the S&P/ASX 300 Accumulation Index (Benchmark).
The Ophir High Conviction Fund is accessible via the ASX and is a concentrated long only, small and mid cap Australian equities fund. The Ophir High Conviction Fund focuses on identifying high quality businesses exposed to structural growth opportunities. With a bias toward cash generative businesses with sound balance sheets and highly capable management teams, the Fund seeks to identify these opportunities early in a company’s life cycle, when it is typically under-researched and under-valued by the investment market.
The Fund invests in a select number of global listed real estate securities, with the aim of providing income and capital growth over the long term.
The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.
The fund provides exposure to a diverse portfolio of commercial property across Australia.
The Fund uses a passive investment strategy aimed to provide investors with performance, before fees and expenses, that is broadly aligned with, and which may exceed, the performance of an index comprised of Australian bank bills.
The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
The Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.
The Fund takes a long-only investing approach to its portfolio with a view to invest in, on average, 25 to 40 positions across the ASX300. (For Wholesale Investors Only)
