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.
GHHF seeks to help investors build long-term wealth by providing moderately geared exposure to a diversified portfolio of Australian and global equities.
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
HLTH gives investors exposure to a diversified portfolio of the largest international companies from the global healthcare sector. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.
The Fund provides secured debt facilities to non-bank lenders and corporates with physical and/or financial assets that can provide asset backing. (For Wholesale Investors Only)
ECP Emerging Growth Limited (the “Company”) listed on the Australian Securities Exchange (ASX) in August 2014 is a Listed Investment Company (LIC) providing investors with access to an expertly crafted quality portfolio of Australian small and mid-cap growth companies.
Earn attractive rates of return from direct investments in specific mortgages over Australian real estate (for wholesale investors only).
Maximum Income for Minimum Risk
An unlisted property fund providing access to a Portfolio of high-quality non-discretionary based convenience retail properties across Australia.
The Fund invests in a portfolio of primarily ASX-listed Securities outside (but not exclusively outside) the S&P/ASX 100 (For Wholesale Investors Only)
Designed to provide current income while maintaining prospects for capital appreciation.
The Fund is a long only, small cap Australian equities fund that typically invests in 20 – 40 companies. The objective of the Fund is to provide strong absolute returns, while also outperforming its S&P/ASX Small Ordinaries Accumulation Index.
The Perpetual ESG Australian Share Fund is an actively managed fund, targeting long-term capital growth and income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria.
Vanguard Global Value Equity Active ETF seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics.
The funds aims to achieve a total return in excess of the Benchmark (Bloomberg Global Aggregate USD Sukuk Index) over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant Sukuk investments
Attractive income from floating rate bonds issued by Australian banks
