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.
MVW gives investors exposure to a diversified portfolio of Australian equities. The holdings in MVW are equally weighted. MVW aims to provide investment returns, before fees and other costs, which track the performance of the Index.
MAET is an ASX quoted fund. It invests in, and therefore tracks the performance of the Munro Global Growth Fund. Capital preservation first. Investment returns second. MAET aims to "smooth" the investment journey through utilising capital preservations tools such as increased cash levels, shorts, put options, currency hedging and equity exposure management. MAET provides convenience and simplicity for investors to gain access to an actively managed portfolio of 30-50 global growth equities.
IFRA gives investors exposure to a diversified portfolio of infrastructure securities listed on exchanges in developed markets around the world. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.
Carlton Investments Limited (CIN) is a long established investment company listed on the Australian Securities Exchange. It is the investment strategy of the Carlton Investments Group to invest in established, well managed Australian listed entities that are anticipated to provide attractive levels of sustainable income and also long term capital growth.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
FHNG provides a concentrated exposure to global innovation leaders by investing in highly traded growth stocks of tech and tech-enabled companies.
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. (For Wholesale Investors Only)
The Account's objective is to deliver returns ahead of the S&P/ASX 300.
GAME aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of leading global video gaming and esports companies.
BNDS invests in an actively managed, diversified portfolio of Australian bonds and aims to outperform the Bloomberg AusBond Composite Index over rolling three-year periods.
GARP provides access to global companies with strong earnings growth, solid financial strength, and trading at reasonable valuations. These characteristics are common when describing stocks that meet the definition of an investing strategy known as Growth at a Reasonable Price (GARP).
The Fund aims to enhance and preserve investor wealth over a 5- year period via a concentrated core portfolio of principally Australian listed securities.
Invest in Ethereum.
HCRD aims to track the performance of an index (before fees and expenses) that provides intelligent exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds, hedged to reduce interest rate risk.
Bailador is a Sydney-based investment firm providing growth capital to private companies in the information technology sector.
