Segregated, flexible, secured & diversified
MANAGED STRATEGY PORTFOLIO
This page focusses upon the overall structure of the service, and outlines choices in getting started. For performance details, and more about the overall approach to the markets, please see here.
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One of the most important aspects to understand is that the MSP service is not structured as a managed fund.
IU manages a diversified portfolio of strategies across major global markets. Clients are able to establish a fully independent account, which then can be synchronised to the performance of the IU master account. More on this throughout.
For a list of comparative benefits, click to expand the below:
| IU MSP Service | Most Managed Funds | |
|---|---|---|
| Returns highly 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 falling markets | Yes | No |
| 24hr live transparency of account activity | Yes | No |
| Direct contact with strategist (investment decision maker) | Yes | No |
| Adjustable risk-tolerance settings available | Yes | No |
| Conditional pause (loss/profit-protection) available | Yes | No |
| Funds stay in liquid form, not units | Yes | No |
| Access to funds controlled by client, not the firm | Yes | No |
| Funds quickly accessible to clients, without restriction nor fees | Yes | No |
Simple establishment and management
Getting started is a simple matter of:
Opening your account with with a compatible brokerage firm – see here
- Deposit your initial investment capital – directly to your broker account
- Complete a very brief, online authorisation form, allowing your account to be synchronised to the master portfolio
Your account will then be receiving orders, automatically adjusted to your account-size. You can view account activity (live), statements, add/withdraw funds and more – at any time – simply by logging into your broker account.
Simple account structures
Rather than handing funds over to a money manager, the account and funds remain in the client’s name (or chosen entity, including SMSFs), with the partnering broker.
No additional bank account is required. Funds remain very quickly accessible (withdrawals typically processed within 24-48 hours) to the client; without restriction, fee or penalty.
Click the image below to learn more about our broker of choice:
Simple fee structures, with choice
There currently are two cost-structure models to choose from (and soon to be a third).
NOTE: The client chooses (a single) one of the models, and can switch to a different model at any stage:
Option 1: Pay for your trades only. A mark-up is applied to the broker’s standard costs:
- For Shares CFDs: $8 per trade (USD), or 0.1% of the trade volume
- For non-Shares CFDs: $13 per 100,000 in trade volume ($6.50 in/out, USD, with no minimum fee). This requires an account with a broker that IU is partnered with.
Option 2: Pay a monthly subscription only. Pay your broker’s standard costs only. The subscription cost is based upon the size of your account.
Any compatible broker can be used, as long as they offer a MT4/5, cTrader, or Trading Station platform.
Option 3 (coming soon): Pay a performance-fee only, being 25% of net growth.
This requires an account with a broker that IU is partnered with.
Performance figures, considerations and calculations
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. The performance page contains detailed figures, calculator links and more.
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. 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.