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's investment objective is to maximise the total return (income and growth) for investors by holding a relatively concentrated portfolio of investments.
The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets.
To provide regular tax-effective income, combined with competitive capital growth over the medium to long term.
Join one of the most successful Australian family brands as it expands into the rapidly lucrative global digital market by leveraging its vast asset portfolio, partnerships, and the power of AI.
Recover, Re-form, Re-purpose. (For Wholesale Investors Only)
The DDH Conservative Growth Fund invests in predominantly defensive assets across Australian & international markets, giving investors access to wholesale portfolios managed by QIC.
The Fund objective is to provide monthly income through a selection of investments in short-term registered first and second mortgage loans.
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.
The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
Invest in the powerful potential of uranium.
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
Gain direct access to a wide range of Australian and global bonds, including government, corporate, investment-grade, sub-investment grade, and unrated securities – all backed by deep expertise, credit research and market-leading execution.
A high-yield, open ended fund offering monthly distributions, quarterly redemptions and a highly diverse pool of credit loans which are secured by real assets and structural protections. (For Wholesale Investors Only)
The Global X Defence Tech ETF (DTEC) provides investors with access to companies at the forefront of defence innovation. As global security concerns shift towards more technology-driven solutions, DTEC captures the sectors driving the future of defence. This includes AI, drones, and cybersecurity – all crucial components in today’s modern defence landscape.
