Our portfolio management team holds decades of fixed income and investment experience. They work with you to develop a bespoke strategy that fits within your desired mandate while employing a robust active management approach to provide superior returns net–of–fees. Individually Managed Accounts (IMA) is a hassle-free way to invest in fixed income.

What is an Individually Managed Account (IMA)?
Individually Managed Accounts refer to investment accounts that are managed on an individual basis, tailored to the specific needs and preferences of each investor. IMA’s for fixed income investments would involve the customisation of a portfolio to align with the client’s financial goals, risk tolerance, and other individual considerations. This approach allows for a more personalised investment strategy. With IMA the investor retains the full beneficial ownership of the bonds invested by the dedicated portfolio manager.
Benefits of IMA
PROFESSIONAL MANAGEMENT
The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk
DETAILED AND TRANSPARENT REPORTING
Clients recieve an in-depth portfolio report each month, outlining trades, perfomance, market commentary and more.
CONTINUOUS MONITORING
Portfolio managers constantly monitor your portfolio and will make period changes where neccessary
HASSLE-FREE
The discretionary nature of the service means our portfolio managers are there to reduce any stress and time associated with your investment portfolio while creating value

Fees and Minimums

  • Management fee based off total portfolio invested value
  • No fixed term contract or break fee
  • Our Managed Account Service is available to all wholesale investors with a minimum investment of $250,000.00

 

Want to Learn More
Talk to one of our experienced dealers to find out if our Managed account service is the right choice for you.
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Frequently Asked Questions