What is the minimum investment amount?

December 8, 2022

The suggested minimum for the Managed Strategy Portfolio service is $10,000 (AUD/equivalent).

Clients with a higher risk tolerance may start with less; with the understanding that their account may, at times, experience the same profit/loss fluctuations as a $10,000 account.

Those looking to handle their own accounts, naturally, may start with any amount they like, according to minimums set by brokers, which can range from $500 – $10,000, depending on the broker and account-type.

“The goal of the good trader, paradoxically, is not to make money. His goal is to trade well.” – Alexander Elder

sc name=”fma-cta”]

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.