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 Fund’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.
The Fund objective is to achieve attractive risk adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
An ASX-listed Active ETF investing in 20 to 40 of the world’s best global stocks
This single asset fund is targeting 12-14% pa average total return, including tax-efficient income distributions averaging 7.5% pa.
The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.
The Fund’s current indicative distribution rate is 8.05%p.a.^, paid monthly, including a bonus 1.50%p.a. (payable until 30 April 2026) for investments made before 24 December 2025.
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
Invest in the growth of the South East QLD housing market through First Registered Mortgages.
The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
A high conviction, all cap Australian equity portfolio designed for alpha generation
The Fund aims to provide quarterly income and the potential for long-term capital growth. A single point of access for investors to a portfolio of quality Australian commercial properties.
10%+ returns. Enabled by Oreana’s end-to-end investment model.
