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.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
Invest in a diversified portfolio of first registered mortgage investments secured by real estate. (For Wholesale Investors Only)
The Fund is an actively managed fund, targeting long-term capital growth and income through investment in quality Australian shares that meet Perpetual’s ESG and values-based criteria. (Wholesale Investors Only)
A long only small-cap fund targeting future-facing emerging companies on the ASX.
This strategy aims to deliver superior long-term returns by actively investing in a diversified portfolio of global companies whilst promoting sustainable characteristics including a Net Zero inspired decarbonisation target (For Wholesale Investors Only)
The Altor AltFi Income Fund provides investors with a return-maximising fixed income strategy via private credit investments. (for Wholesale Investors only)
The Fund is an open-ended, unlisted unit trust which aims to provide investors with an exposure to a portfolio of real estate backed loans, secured by first and second ranked mortgages.
Invests in the ownership and on-going management of a diverse portfolio of water entitlements (perpetual water rights) across several river systems and aquifers (For Wholesale Investors Only).
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
We are seeking $1 million early-stage funding to achieve our next stage goal of maximising the huge commercial opportunity in Australia.
The Trust is tailored to wholesale and sophisticated investors that seek higher levels of steady passive income and capital preservation through Australian real estate secured mortgages. (For Wholesale Investors Only)
To provide regular tax-effective income, combined with competitive capital growth over the medium to long term.
Our investment platform is a contemporary administration solution built to help you create portfolios that lead your business into the future.
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
