WELCOME TO IU ▸ 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

WELCOME TO IU

IU is a specialist Australian firm, launched in 2012. Our core service is our Managed Strategy Portfolio.
Client accounts are established independently, with deposits secured through Westpac and +30 years in business.

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.

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?

CONSERVATIVE
INVESTORS

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) have access to our live & archived analysis & tools, providing service transparency and ongoing education.

Guest Members receive access to similar benefits, at no cost nor obligation.

For those seeking enhanced guidance, analysis & fully structured education, a 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

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