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.
Invest alongside Market Matters and benefit from our high-performing, active approach.
The SPDR® S&P®/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index.
HVLU gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance with returns hedged into Australian dollars. HVLU aims to provide investment returns before fees and other costs which track the performance of the Index.
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
Quanta presents 91 Connors Road, an outstanding investment opportunity located in the premier industrial precinct of Mackay on a 3.1 hectare land rich industrial site.
The Metrics Master Income Trust provides investors with the advantage of direct exposure to the Australian corporate loan market — a space dominated by the regulated banks.
We have a pure fixed income focus and construct bespoke portfolios/accounts that cater for each client’s individual fixed income investing objectives including liquidity, credit, duration, and diversification (Wholesale Investors Only).
Mirrabooka is a listed investment company on the Australian Securities Exchange (ASX). Established in 1999, it specialises in investing in small and mid sized companies in Australia and New Zealand
Peak Equities has partnered with the experienced and proven Childcare Developer, TAL Group, to offer a portfolio of three childcare assets in Queensland and Western Australia. (For Wholesale Investors Only)
The Fund aims to provide investors with the performance of the FTSE Developed Core Infrastructure 50/50 100% Hedged to AUD Net Tax Index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of global developed market infrastructure securities.
MHOT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. MHOT aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
Betashares Geared Long US Treasury Bond Currency Hedged Complex ETF offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure.
Invest in a selection of low volatility high dividend-paying companies.
Bentley Capital Limited is a strategic investment company listed on the Australian Securities Exchange.
The Mawson Market Neutral Managed Portfolio aims to out-perform the MSCI AC World Net Index over a 3 year period before fees. (For Wholesale Investors Only)
