Segregated, flexible, secured & diversified

MANAGED STRATEGY PORTFOLIO

IU’s Managed Strategy Portfolio is not a managed fund. This is a good thing. 

  IU Managed Service Most Managed Funds
Positive returns almost solely dependent 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 firm Yes No
Funds are almost immediately accessible to clients, at any stage, without restriction and without fees Yes No
     

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 Strategy Portfolio:

 

 

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 (withdrawals typically processed within 24-48 hours) to the client; without restriction, fee or penalty 
iq-mda-diagram-1.png

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)

Simple fee structures

  • Most operate with a brokerage-only model, others with a simple monthly subscription as part of the IU VIP service; packaged with signals, education and more (see below)
  • There are no establishment, 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 and much more 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

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.

Details and getting-started links can be found below.

Get started in ways:

Option 1

Pay for your trades only

Our portfolio of managed strategies will be synchronised to your own separate account, adjusted to your account-size and any custom risk parameters

Simply open an account with a preferred broker, then let us know. We’ll have you up & running the same day. No monthly membership subscription required

Simply open an account with a preferred broker, then let us know. We’ll have you up & running the same day

Pay an increased brokerage/commission rate for trades within your MSP-connected account

Receive a minimum of 3 months IU VIP Membership, including all paid-membership benefits. VIP service details here

Option 2

Monthly VIP subscription only

Our portfolio of managed strategies will be synchronised to your own separate account, adjusted to your account-size and any custom risk parameters

MSP VIP Membership is charged at $25 AUD, per $5000 AUD of capital under the service, with a minimum charge of $50 AUD per month. All other VIP benefits included

Essentially any broker with a compatible platform can be used for MSP, such as MT4/MT5, cTrader, FXCM

Pay your broker’s standard fees only, including for trades within your MSP-connected account

IU VIP Membership access and benefits, according to your VIP Membership type. Details here

“You need patience, discipline, and an ability to take losses and adversity without going crazy.” – Charlie Munger

Guest memberships available...

It starts with a Ten second registration

Take ten seconds to join us as a Guest Member – access member
insights & benefits. Zero cost/obligation, and 
100% nonsense-free – guaranteed.

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 www.iu.com.au/risk, 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.