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.
We help wholesale investors generate targeted returns of up to 15% p.a. on real estate secured investments.
Vanguard Australian Fixed Interest Index ETF seeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
The Global X China Tech ETF (DRGN) offers access to 20 leading Chinese technology companies listed in Hong Kong and Mainland.
JPMorgan Global Equity Premium Income (Hedged) Complex ETF (ASX:JHGA) aims to provide income and long-term capital growth.
Vanguard MSCI International Small Companies Index ETF seeks to track the return of the MSCI World ex-Australia Small Cap Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
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.
"Risk-Off Capital" Investment, Lowest Default Risk Credit Market, Asset-Backed, Financing the Real Economy, Essential Global Trade.
CD Private Equity Fund III (ASX.CD3) was listed in July 2016 having raised a total of AUD$76.8 million.
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
An ASX-quoted Active ETF providing exposure to a diversified portfolio of typically over 300 global listed companies through an active systematic investment approach.
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 Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.
The Global X US Infrastructure Development ETF (PAVE) aims to capture a resurging focus on infrastructure in the world’s largest economy.
The Fund is a fund of funds aiming to produce risk-adjusted returns in excess of a composite benchmark comprising 50% of the MSCI World and 50% of the ASX 300 Index. (For Wholesale Investors Only)
The portfolio provides investors with access to institutional quality renewable energy assets, spanning multiple technologies, and multiple jurisdictions.
