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.
Targeting >20% IRR returns by investing in the most promising wealth management and funds management boutiques, led by the next generation.
GPEQ gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. This private equity ETF aims to provide investment returns, before fees and other costs, which track the performance of the Index.
The Fund aims to provide investors with the performance of the FTSE EPRA Nareit Developed ex-Australia Rental AUD Hedged 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 real estate securities.
IIND aims to track the performance of an index (before fees, expenses and taxes) comprising a diversified portfolio of the highest quality Indian companies.
Designed to seek efficient index exposure with an active edge.
The Switzer Dividend Growth Fund – Active ETF (SWTZ or the Fund) is an income-focused exchange-traded managed fund with a mix of yield and quality companies.
Looking for regular monthly income from quality property investments?
The SPDR® S&P® Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD).
The fund aims to provide investors with the performance of the S&P/ASX Small Ordinaries Accumulation Index, before fees and expenses. The index is designed to measure the performance of small-capitalisation Australian equities included in the S&P/ASX 300 index, but not in the S&P/ASX 100 index.
An actively managed, quantitative global equity fund listed under the ticker CORE on the Australian Stock Exchange. CORE focuses on value and quality investing to deliver long-term outperformance. The Fund strives to capture the global equity market return while minimising index relative volatility for more consistent returns.
Orion Equities Limited is an Australian Listed Investment Company (LIC) with the majority of its funds invested in a portfolio of listed Australian and international companies and Australian property.
The investment objective of the Fund is to outperform the MSCI World ex Australia Index – NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.
The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.
QLTY aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score.
The Ophir High Conviction Fund is accessible via the ASX and is a concentrated long only, small and mid cap Australian equities fund. The Ophir High Conviction Fund focuses on identifying high quality businesses exposed to structural growth opportunities. With a bias toward cash generative businesses with sound balance sheets and highly capable management teams, the Fund seeks to identify these opportunities early in a company’s life cycle, when it is typically under-researched and under-valued by the investment market.
