Managed Accounts

An Individual Managed Account (IMA) is typically owned by the individual investor and is managed by an investment manager. An IMA is a portfolio that can invest in a variety of asset classes.

In comparison with other investment vehicles, the Individually Managed Account (IMA) has the following advantages:

  • Constructing a unique account using our blending facility
  • Changing models in a tax-advantaged manner
  • View your underlying investments at any time
  • Move investments in and out of your account at any time
  • Keep your trading costs down with our netting policy
  • Retain the key benefits of managed funds
  • You don’t inherit other investors’ capital gains
  • You can easily arrange for regular additional investments or withdrawals