A unitised investment solution is a flexible investment structure where client assets are pooled together and professionally managed. This can offer diversification, professional management, and transparency, making them an attractive option for both investors and financial professionals.
What is a Unitised Investment Solution?
Key Characteristics of a Unitised Investment Solution
CONTROL
POOLED INVESTMENTS
SIMPLIFIED STRATEGY
PROFESSIONAL MANAGEMENT
TRANSPARENCY AND REPORTS
Allows financial advisory and wealth management firms to retain control of their investment proposition and brand.
Client assets are combined, allowing for diversification and access to a wider range of investments.
Investors can access the same investment strategy across all platforms.
Experienced investment managers, chosen by you, manage the investments; aiming to achieve its stated objectives.
Regular reports provide insights into fund performance, holdings and costs and charges.
POTENTIAL BENEFITS FOR YOUR BUSINESS
Tailored Investment Solution
Tailored investment solutions designed to simplify your business and meet your clients’ needs.
Leverage Operational Efficiencies
Leverage operational efficiencies and potential cost savings.
Streamlined Portfolio Management
Streamlined portfolio management capabilities and reduced administrative burdens.
Increased Scalability
Increase scalability easily through more efficient accumulation and ongoing servicing of assets under management.
Reduce Administrative Time
Reduce administrative time within operations and increase time servicing clients.
Fee structures aligned with the value chain
Fee structures aligned with the value chain, providing finger-tip control via fund sponsor arrangements.
For Professional Clients and Advisers only.
Capital at risk. The value of investments and any income from them can fall as well as rise. You may get back less than you put in. Where data relates to past performance it should not be relied upon, past performance is not a reliable indicator of future results.