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 Aura Private Credit Income Fund (formerly the Aura High Yield SME Fund) is a credit income fund offering attractive monthly income from a well-diversified portfolio of debt securities including business loans.
The Fund aims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index with lower risk over rolling three-year periods. (For Wholesale Investors Only)
The Fund gives investors access to a professionally managed portfolio of select global listed infrastructure securities.
To provide regular tax-effective income, combined with competitive capital growth over the medium to long term.
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Fund serves as an alternative asset in strategic allocation or standalone investment. Featuring gold bullion (physical) at Perth mint it adopts a systematic rules-based approach with ASX100 equities & fixed income for asymmetric non-correlated returns
Share in development profits earning 16% - 23% pa
The Fund will target technology led start-up companies that are actively targeting ways to develop technologies that lead to the creation of better and new financial products and services. (For Wholesale Investors Only)
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
The Trust invests in domestic commercial and residential Mortgage Backed Securities (For Wholesale Investors Only)
This strategy aims to deliver attractive long-term returns by investing in a diversified portfolio of listed companies in developed and emerging markets, with significantly lower risk than the market. (For Wholesale Investors Only)
The Fund seeks to produce attractive risk-adjusted returns with low long term average correlation to traditional equity markets. It seeks to achieve returns from its multi strategy approach, over the medium to long term. (For Wholesale Investors Only)
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
The Fund will invest in early-stage high potential growth companies, with a focus on seed stage and follow-on investments. (For Wholesale Investors Only)
FRP Capital presents its latest investment opportunity – the Brickworks Marketplace Fund. Access this iconic South Australian sub-regional shopping centre through our exclusive single asset Wholesale Fund.
