Segregated, flexible & secured


Firstly, Investor Unity Managed Services are not managed funds. This is a good thing. 

 IU Managed Accountsmost Managed Funds
Positive returns very largely dependant upon positive global market/economic conditionsNoYes
Can stay completely out of the market, in times of excessive risk/uncertaintyYesNo
Can take advantage of global marketsYesNo
Can take advantage of falling marketsYesNo
24hr live transparency of market & trading acitivityYesNo
Direct contact with trading decision makerYesNo
Adjustable risk-tolerance settings availableYesNo
Only the world’s largest, most liquid, most stable markets are tradedYesNo
Account trading-pause/profit-protection availableYesNo
Funds stay in cash, not purchased unitsYesNo
Ultimate authority over funds stays with the client, not the traderYesNo
Funds are almost immediately accessible to clients, at any stage, without restriction and without feesYesNo
Negative growth years anticipated01 in 4 (conservatively)

Managed funds, typically, operate with:

  • Complex vehicle structures
  • Complex fee structures
  • Low transparency
  • Slow and/or restricted access to cash
  • Pooled funds
  • Extensive restrictions placed upon the fund manager; limiting their abilities both to more effectively control risk and capture opportunities
  • Performance which, on average, over time, simply matches or underperforms the broad market itself
However, in the case of IU Managed Services:

Simple account structures

  • An independent account is established with a major brokerage firm
  • Account and funds remain in the client’s name (or chosen entity, including SMSFs)
  • Funds remain very quickly accessible (typically 24-48 hours) to the client; without restriction, fee or penalty 
  • Clients funds are not pooled with those of other clients, as with a managed fund

Simple fee structures

  • Most operate with a brokerage-only model, others with lower brokerage + a performance percentage fee
  • There are no establishment, membership, cancellation fees or time-commitment conditions

Control and transparency

  • Clients can log into their account, at any time, from any device
  • Account balance, trade-placements, stop-losses can all be viewed live as they occur (real time)
  • Direct communication with and detailed updates from the strategy manager
  • Fast access to online withdrawal facilities

Simple establishment:

  • Establish an account with a partnering brokerage firm (individual, company, trust or SMSF), in the exact same way as if you were going to be managing it yourself
  • Deposit your initial capital, directly to your broker account
  • Authorise Investor Unity to connect your account to the strategy’s master account (30 second electronic form)


  • Receive daily activity-report emails
  • Log in to view your account, any time (real-time view)
  • Print statements/ generate reports, as necessary
  • Add & withdraw funds, as you prefer


With unnecessary hindrances and complications removed, an experienced market professional can simply focus upon minimising risk while maximising profit. The results speak for themselves.

Investor Unity’s current flagship managed service is Crossroads: Global Majors (CGM+). Details can can be found below.

You can use our calculator to determine historical performance info, based upon your chosen capital allocation and risk-preference:

“The moral is that in trading it’s important to examine the situation from as many angles as possible, because your initial impulses are probably going to be wrong. There is never any money to be made in the obvious conclusions.” – Jeff Yass

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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. Other risks are also invloved, some of which are listed at, which should be read. 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.

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