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.
This is an opportunity for wholesale investors to invest in an irrigated dairy aggregation of two substantial neighbouring properties in the tightly-held Derwent Valley of Tasmania (For Wholesale Investors Only)
The Fund offers exposure to strong companies in one of the world’s fastest growing region. The Fund targets high quality, large cap companies that provide sustainable growth.
The fund aims to provide investors with the performance of the S&P Global 100TM Index, before fees and expenses. The index is designed to measure the performance of 100 multi-national, blue chip companies of major importance in global equity markets.
EX20 aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.
Attractive predictable income. Disciplined real estate investment. (For Wholesale Investors Only)
The fund aims to provide investors with the performance of the S&P Asia 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest Asian companies domiciled in China, Hong Kong, South Korea, Singapore, and Taiwan and listed in Hong Kong, South Korea, Singapore or Taiwan.
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.
The Mutual Income Fund is a portfolio of debt instruments issued by the major Australian banks and other Australian Authorised Deposit-taking Institutions (ADIs).
The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.
Betashares Geared Short Australian Government Bond Complex ETF provides a simple way to generate magnified returns that are negatively correlated to 10-year Australian Treasury Bonds on a given day.
Invest in a portfolio of family homes. (For Wholesale Investors Only)
URNM aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of leading companies in the global uranium industry.
Spheria Emerging Companies Limited (ASX: SEC) is a listed investment company (LIC) that provides investors with access to an actively managed, Australian and New Zealand small and micro companies portfolio, designed for investors seeking capital growth and portfolio diversification.
Critical Minerals & Precious Metals Exploration. (For Wholesale Investors Only)
