Fully tailorable, with a focus on safety

Performance overview

This page focusses upon IU’s Managed Strategy Portfolio service (MSP). Though much of the same, essential concepts and principles apply to our other services, as part of our overall approach to the markets.


Key points herein

  • The overall approach to gain vs risk potential
  • Understanding tailorable performance/risk
  • Primary currencies-strategy performance example
  • Primary equities-strategy performance example
  • Understanding combined portfolio results
  • The suggested minimum investment is 10,000 AUD – those who deposit less should be aware that their profit/loss may, at times, still be equivalent to an account with this amount

Important

Returns/profit/growth (with any investment) should always be considered in risk-relative terms. In other words: rather than just looking at the returns, the question of how much risk was taken to achieve them should always be considered. This is crucial in determining a strategy’s long-term reliability/longevity.

For this reason we employ strategies considered fundamentally solid, and with a generally conservative risk tolerance applied to them. Clients who wish to aim for higher returns can simply request that we apply a higher risk setting, to the same underlying strategy/s.

In summary

Strategies are chosen based upon their strong history of returns – relative to their risk potential. This is primarily measured in net growth, relative to total loss tolerance/potential (‘drawdown’).

We suggest clients be willing to tolerate a drawdown (decrease in account value) of approximately half of their total annual growth target.

For example: If a client is targeting a 30% annual return, they would be prepared to tolerate a 15% drawdown amount; even if it may only occur once every few years.

While all figures are live (not hypothetical), past performance is not an assurance of future returns. We strongly suggest you get in touch, to ensure you understand the concepts covered herein, particularly in terms of how they may apply to your own account’s capital amount and risk settings.

Understanding the approach

Beyond pure returns, Investor Unity clients seek maximum consistency and longevity through careful aversion of all unnecessary risk. Our overall approach is a conservative and defensive one, with periods of exceptional volatility simply avoided. IU’s approach is completely market agnostic. Opportunities are sought where they are, rather than where we want them to be. The world’s largest markets are focussed upon, as they provide greater precision and flexibility of risk-management.

Understanding tailorable risk/performance

Standard risk-settings see just ~1% account-risk allocation, per market position. Nonetheless, some clients prefer either a more aggressive or (in some cases) an even more conservative approach.

As such, a unique benefit of the Managed Strategy Portfolio service is that performance/risk potential is tailorable and adjustable at any stage. This means that clients can tailor risk-preferences, upon joining the service, and also have us adjust it for them – at any stage – as simply as by calling or sending an email.

A relative performance calculator can be found below – click Portfolio Performance Calculator. This allows for historical performance calculations, based upon:

  1. Initial-deposit-size
  2. Desired risk setting
  3. Your total investment portfolio considerations

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      Additional capital-preservation measures and considerations

      • Dynamic strategy risk-allocation adjustment/diversification
      • Emergency Stop-Losses on Master account
      • Maximum 20% strategy pause (close & stop) on Master account
      • Discretionary management, monitoring and override; particularly during news events and low-clarity/erratic periods; including dynamic re-balancing across strategies in the portfolio

      Raw, live historical performance figures

      Below are performance-history examples of two Primary strategies. Figures provided are live-traded, in raw , individualised format. For a more accurate projection of combined-strategy performance, i.e. within the Managed Strategy Portfolio, please see the calculator tool at the below:

      Primary currencies strategy example - raw performance data

      Click to enlarge. Based upon raw, live-traded data from the $10k (average balance) pilot account.




      Primary equities strategy example - raw performance data

      Click to enlarge. Based upon raw, live-traded data from the $50k (average balance) pilot account.

      Need clarification? We’ll call you, :

      Get started today...

      OPEN AN ACCOUNT TO BEGIN

      Begin by establishing an account with our preferred partner: ACY Securities
      Once established, your account can be connected to the Managed Strategy Portfolio
      .

      CLICK BELOW to VIEW GETTING-STARTED DETAILS:

      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.