Individually Managed Account
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.
Frequently Asked Questions
The bond market is dynamic and constantly changing, which means returns are also changing through time. Depending on your investment mandates we can advise on the expected returns at that point in time.
The process is simple – once you agree the risk parameters with your Portfolio Manager, a portfolio Management Agreement is drawn up and signed by all parties. From there the strategy can be implemented using new funds or alternatively existing holdings can be transferred into the Managed Portfolio.
Yes, you will be able to see all of your bond investments in our online portal which is accessible 24/7.
Absolutely. Your bonds will be held with our custodian, Apex Fund Services, part of the Apex Group which is a global custody provider servicing US$40bn of assets across 104 markets around the world.