Fully tailorable, with a focus on safety

Performance overview

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 high-risk events and periods of exceptional potential volatility simply avoided. Unlike traditional managed funds, IU is not averse to simply staying out of the market, in cash, during times of unfavourable levels of uncertainty (i.e. risk vs reward)


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Standard risk-settings see just ~1% account-risk allocation, per trade, to only the world’s largest (with liquidity ensuring better risk-management potential) markets. Nonetheless, some clients prefer either a more aggressive or (in some cases) an even more conservative approach.

As such, a key and very unique benefit of our Managed Service is its adjustable risk settings; meaning that clients can not just tailor to their risk-preferences, upon joining the service, but they can 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. This allows for historical performance calculations, based upon:

  1. Initial-deposit-size
  2. Desired risk setting.


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Additional capital-preservation measures and considerations

  • A-grade strategy rating
  • Emergency Stop-Losses on Master account
  • Max 20% cut-off (close & stop) on Master account
    • Same, by default, on Client account (customisable)
  • Discretionary management and override, particularly during news events and low-clarity/erratic periods

Raw, live historical performance figures, as discussed in the above

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

Important: While the above are live-traded, third-party-verified figures, past performance is not an assurance of future returns. Furthermore, additional measures are employed as part of the managed service. Such measures are in the interest of long-term safety and client peace-of-mind, though may reduce overall growth in exchange for enhanced risk-protection. For example, as discussed in relevant presentations/recordings, the total raw performance figure would be projected to be lower (conservatively calculated at 10% lower), after all such aforementioned measures and others are taken into consideration. Such risk controls are tailorable and adjustible, on an individual-client/account basis, according to the client's account-size and risk preferences.

Get started today...


Begin by establishing an account with our preferred partner: Fusion Markets Australia
Once established, your account can be placed under the managed service


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.