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:
Simple account structures
Simple fee structures
Control and transparency
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.