Individually Managed Account (IMA)
Maximise long term capital growth total return.
TY IMA nvestment objective is to maximise long term capital growth total return. The SMA is constructed without consideration for index weighting or other artificial constraints with a strong focus on generating returns,
preserving capital and effectively managing tax outcomes.
Our IMA is risk managed to protect investor capital and take equity positions in companies that have been identified through both a ‘top down’ thematic filter to identify sectors and opportunities, combined with a ‘bottom up’,
deep research driven process to assess those companies that offer superior growth prospects over a 5 year term.
IMAs offer numerous
advantages for investors,
including
Customization
Each client’s portfolio is managed separately to meet investment objectives and preferences.
Direct ownership
Investors retain direct beneficial ownership of the underlying portfolio assets.
Tax efficiency
Portfolios can be managed with consideration for individual tax positions and outcomes.
Transparency
Investors can access clear visibility over portfolio holdings and investment activity.
Efficient administration
Streamlined reporting and administration support a more efficient investment experience.
INVESTMENT OBJECTIVE & STRATEGY
Maximise long term capital growth total return.
TY IMA nvestment objective is to maximise long term capital growth total return. The SMA is constructed without consideration for index weighting or other artificial constraints with a strong focus on generating returns,
preserving capital and effectively managing tax outcomes.
Our IMA is risk managed to protect investor capital and take equity positions in companies that have been identified through both a ‘top down’ thematic filter to identify sectors and opportunities, combined with a ‘bottom up’,
deep research driven process to assess those companies that offer superior growth prospects over a 5 year term.
The strategies on which TY’s IMA portfolios are based have very strong track records of outperformance. Historically our fund managers have been delivered over 18% annualised return over past 10 years.
Get In Touch
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Why Invest with TY Capital?
Attractive Interest Returns,Paid Monthly
Terms of 6 – 24 Months
Secured by Mortgage Over Real Estate
Address
Suite 1202, 52 Alfred St Milsons Point NSW 2061
Contact Us
1800 878 898
[email protected]
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Disclaimer: While all reasonable care has been taken in preparing this information, T.Y. Capital takes no responsibility for any actions taken based on the information contained herein or for any errors or omissions. Interested parties should seek independent advice prior to acting on any information presented.This website does not constitute financial advice. lt is also not comprehensive as it is intended to be an overview only, providing a summary of points usually of interest to investors. intending investors must obtain a copy of the Fund’s information Memorandum(lM) and an investment can only be made by completing the application form. T.Y. Capital Group Pty Ltd (ACN 647 012 593) is the licensee under AFSL 528626.