total tailorability & transparency, secured deposits, fully managed accounts

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

IU Managed Accounts most Managed Funds
Positive returns very largely dependant upon positive global market/economic conditions No Yes
Can stay completely out of the market, in times of excessive risk/uncertainty Yes No
Can take advantage of global markets Yes No
Can take advantage of falling markets Yes No
24hr live transparency of market & trading acitivity Yes No
Direct contact with trading decision maker Yes No
Adjustable risk-tolerance settings available Yes No
Only the world’s largest, most liquid, most stable markets are traded Yes No
Account trading-pause/profit-protection available Yes No
Funds stay in cash, not purchased units Yes No
Ultimate authority over funds stays with the client, not the trader Yes No
Funds are almost immediately accessible to clients, at any stage, without restriction and without fees Yes No
Negative growth years anticipated 0 1 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
iq-mda-diagram-1.png

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)

Ongoing

  • 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

Performance

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:

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