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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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.