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FLEXIBILITY, CHOICE & TRANSPARENCY STREAMLINED MANAGED STRATEGIES A SAFETY-FIRST APPROACH STABLE, CONSERVATIVE GROWTH HIGH-PERFORMANCE ASSERTIVENESS

WELCOME TO IU: SPECIALIST SERVICES, AVAILABLE TO ALL

IU is a specialist Australian firm launched in 2012. Our core service is the Managed Strategy Portfolio. MSP has no dependence upon positive market conditions, providing true diversification from mainstream managed funds. It is intended for those seeking a versatile and tailorable, hands-off investment.

Client accounts are independently established, with deposits secured through National Australia Bank and +30 years in business.

MSP offers clients adjustable performance settings, according to their aims and individual risk preferences.

CONSERVATIVE
INVESTORS

Clients seeking a stable investment establish an independent account, with funds secured by National Australia Bank and +30 years of ASIC regulation.

Additional benefits for conservative investors include:

▸ True diversification. No dependence upon a positive economic climate, and ability to benefit from both rising and falling markets.

▸ Consistency and reliability through tailorable risk and focus upon the world's most stable markets.

VIEW MSP DETAILS PAGE

RISK-ASSERTIVE
INVESTORS

The MSP base model is relatively conservative. Yet many clients seek a truly high-performance approach.

For those with a more risk-assertive appetite, a performance multiplier can be applied to their account. This can be set at a level of their choosing, with ongoing adjustability.

The result is an amplified version of an inherently stable service; providing greater growth potential for those comfortable with larger performance swings.

VIEW MSP DETAILS PAGE
principles & PRIORITIES

STABILITY

From account structures & partnering brokers – to macro & micro market risk management – protection against large losses is first and foremost at all times.

Funds remain in your account, not ours, in a top-tier Australian/global bank.

Investor Unity partners with the largest, most well-established and reputable Australian/global brokerage firms.

The world’s largest, most liquid markets are focussed upon, ensuring the highest possible level of risk-management-precision through liquidity and gapping risk mitigation.

Typical/standard risk per market position is just ~1% of total account balance. Risk-percentage levels can be tailored and adjusted, for clients who are more conservative or assertive.

TRANSPARENCY

Due to the fully separate account structure, Investor Unity clients at all times have:

Unrestricted online access to account funds. Online transfers to nominated cash accounts are typically processed within 24 hours.

Unbeatable levels of transparency, with 24/7 live/real-time/instant viewing of all current and historical market positions - via desktop/PC and mobile/tablet platforms; including live-market charts and data (at no charge).

Daily activity statements emailed; with custom, detailed statement reports available online.

Direct phone/email communication with the Investor Unity trading desk and strategy manager.

FLEXIBILITY

TAILORED PERFORMANCE

Beyond pure returns, Investor Unity clients seek maximum consistency & longevity through careful aversion of all unnecessary risk.

Benchmark-index correlation is low to zero, and standard settings see just ~1% account-risk allocation, per market position.

Services offer the unique benefit of adjustable risk settings. Clients can tailor their risk-preferences, according to their conservativeness or assertiveness now or in the future.

PERFORMANCE DETAILS HERE

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