If you're looking for more flexibility, choice & transparency straightforward guidance streamlined managed services solid, reliable returns a safety-first approach qualified, professional analysis structured education ultra-conservative growth high-performance assertiveness a simple, honest discussion of possibilities - we can help
IU is a specialist, Australian firm, launched in 2012. Our core service is our Managed Strategy Portfolio. Those seeking a tailorable & reliable investment are able to establish a fully independent brokerage account, separately from IU, with funds secured through Westpac. Their account’s performance will then be synchronised with the managed portfolio.
Alternatively, for those who wish to take a hands-on approach, we provide focussed analysis, education & consultancy across local and global markets.
WHICH TYPE OF CLIENT ARE YOU?
CONSERVATIVEINVESTORS
Clients seeking a stable investment establish an independent account, with funds secured by Westpac 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.
RISK-ASSERTIVE
INVESTORS
By default, MSP 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 our standard, conservative strategies.
The result is an amplified version of an inherently stable service; providing greater growth potential for those comfortable with larger performance swings.
SELF-DIRECTED
INVESTORS & TRADERS
All clients (managed or self-directed) benefit from quality-focussed education and updates, at least for the sake of service and performance transparency.
Guest Members have ongoing access to this and more, at no cost nor obligation.
For clients looking for enhanced guidance, analysis and education, VIP Membership service is available.
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 at any stage, according to their conservateveness or assertiveness now and in the future.
PERFORMANCE DETAILS HERE
This website is owned and operated by Investor Unity Pty Ltd (ABN: 90 160 624 331). Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. In addition to its internal services, Investor Unity is compensated by brokers and other third parties by way of referral/affiliate and/or general partnership arrangements, via its websites and other communications.
Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.
