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 360 Capital Mortgage REIT (ASX:TCF) provides investors access to credit opportunities secured by Australian real estate assets. TCF aims to deliver regular monthly income to investors through disciplined asset selection and risk analysis.
The fund aims to provide investors with the performance of the STOXX Developed World Equity Factor Index, before fees and expenses. The index is designed to measure the performance of developed market equities that have favourable exposure to five target style factors subject to constraints.
MVB gives investors exposure to a diversified portfolio of ASX-listed banks and financial institutions. This fund aims to provide investment returns, before fees and other costs, which track the performance of the index.
The Burrell 20 aims to achieve capital growth over the long term with correlation to the S&P/ASX20 Accumulation Index also providing income through the receipt of franked dividends.
The Fund’s performance objective is to provide investment returns which exceed conventional global equity indices (hedged to Australian dollars), after management fees, over the long term.
The Russell Investments Australian Responsible Investment ETF (the 'Fund') seeks to track the Russell Australia ESG High Dividend Index ('the Index'), which is weighted towards companies that demonstrate positive environmental, social and governance (ESG) characteristics after negatively screening for companies that have significant involvement in a range of activities deemed inconsistent with widely recognised responsible investment considerations. The Fund invests in Australian shares and trusts listed on the Australian Securities Exchange (ASX), with the aim of providing investors with exposure to an ESG enhanced, responsible investment portfolio.
Betashares Geared Short US Treasury Bond Currency Hedged Complex ETF provides a simple way to generate magnified returns that are negatively correlated to 10-year US Treasury Bonds on a given day, hedged for currency exposure.
The Fund aims to deliver a return that tracks the performance of the price of Bitcoin (before fees and expenses). The return of the Fund will be calculated by reference to the CME CF Bitcoin Reference Rate (BRR).
Waterhouse VC seekss attractive investment returns for wholesale investors through highly targeted opportunities in the wagering and gaming industry.
Private credit funding for family farms & agriculture across Australia.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia).
The Fund is an unlisted managed investment scheme which invests in the development of residential land subdivision projects.
Tailor your investment to your individual risk profile, with a range of interest returns and security types.
L1 Capital International (Unhedged) Active ETF has a ‘dual registry’ structure that allows investors to buy and sell shares in the Fund both off-market via the registry and on-market via the ASX.
H100 aims to track the performance of the AUD currency hedged FTSE 100 Index (before fees and expenses), which provides exposure to the largest 100 companies by market capitalisation traded on the London Stock Exchange. H100 currently obtains its investment exposure by investing in the Betashares FTSE 100 ETF (ASX: F100), with the foreign currency exposure hedged back to the Australian dollar.
