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.
Argo Infrastructure’s actively-managed portfolio is diversified across 50-70 global listed infrastructure securities across various subsectors and geographies, including both emerging and developed economies.
The Fund aims to outperform the MSCI All Country World Index over the investment cycle (typically 3-5 years).
Vanguard Australian Fixed Interest Index ETF seeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currently has $300m of Funds Under Management.
DVDY gives investors exposure to a diversified portfolio of dividend paying quality ASX-listed companies selected by Morningstar. DVDY aims to provide investment returns before fees and other costs which track the performance of the Index.
The Fund objective is to provide monthly income through a selection of investments in short-term registered first and second mortgage loans.
Aims to provide a secure broad exposure to the cryptocurrency ecosystem. (For Wholesale Investors Only)
The Supra Capital First Mortgage Class Fund consists of a diversified pool of first mortgage loans which are used for the purchase, refinancing, investment or development of real estate in Australia.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period.
MVE gives investors exposure to a diversified portfolio of ASX-listed mid-sized companies. This mid-caps ETF aims to provide investment returns, before fees and other costs, which track the returns of the Index.
The Fund aims to provide investors with the performance of the MSCI World Ex Australia Custom ESG Leaders Index 100% Hedged to AUD, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large and mid- capitalisation companies with better sustainability credentials relative to their sector peers.
CNEW gives investors a portfolio of fundamentally sound companies in China having growth prospects in sectors making up ‘the New Economy’, namely technology, health care, consumer staples and consumer discretionary. CNEW aims to provide investment returns, before fees and other costs, which track the performance of the Index.
The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
Invest in the world’s leading microchip makers and designers.
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
