Direct Equity Managed Investment Service
When it comes to investing in shares and the stock market, not all managed investments are created equal. Achieving solid returns requires partnering with a company who has proven over time that it is timing the market, not time in the market that makes all the difference.
That's why at Wealth Within we have created an investment service known as the Direct Equity Individually Managed Account Service, which provides you with all of the benefits of being a shareholder without the headaches of running your own investment portfolio. With no two portfolios the same, we offer a solution to your investment goals like no other Boutique Investment Company can. We make your money work harder, so you are free to enjoy life.
Maximise the returns on your managed investments
Unlike many separately managed account services that operate on the basis of a modelled portfolio, whereby your funds are invested in a pre-existing portfolio of assets, each portfolio with the Direct Equity Individually Managed Account Service is uniquely customised to identify the best performing opportunities at the time you invest with a view to maximising the returns on your investment.
This is based on our philosophy which combines 'timing the market' with 'time in the market' to seek to maximise the return on your investments. The benefit to you is that you will not be buying into an existing and what may be a less relevant and less timely portfolio.
In selecting investments, we focus on securities within the S&P/ASX 300 (depending on the investment strategy you choose heavily weighted to the top 100), which our research and investment team believes can deliver strong returns over the medium to long term. Using disciplined investment processes, together with a strong client focus, Wealth Within aims to help you consistently outperform the market over the medium to long term.
You're unique and your investments should be too!
We understand that you are unique and your investments should be too, which is why our Individually Managed Account (IMA) service is tailored to clients who:
- Are seeking strong returns that outperform the market average
- Do not have the time or expertise to manage their own investments
- Would prefer to utilise the expertise of professionals to customise their investments
- Have cash or an existing portfolio to invest
- Would like timely and transparent reporting on their investments
- Want a professionally managed investment
Request more information
Learn more about our Individually Managed Account Service
Investing in shares? Our expertise, our performance, your choice!
The benefits of investing in the Direct Equity individually managed account service offered through Wealth Within include:
- Unique investment portfolio to take advantage of opportunities at the time you invest
- Customised stock selection enabling you to personalise the securities within your account
- All assets are beneficially owned, which means all entitlements accrue to you
- Professionally managed investment utilising over 30 years of investment expertise
- Returns that outperform the market average
- Full administration of your portfolio
- Funds invested only in leading ASX companies
- Competitive fee structure
- Transparency through comprehensive online reporting
With an investment starting from as little as $50,000, you will be able to tap into the benefits of our unique individually managed account service.
Different investments have different levels of risk. Generally the higher the expected return on an investment, the higher the risk. Risk can be defined as the probability that an investor loses capital or does not receive income over a given period. The value of an investment through our Direct Equity Managed Account Service can never be quarantined from risk.
Wealth Within’s risk management objective is to deliver risk/return outcomes in line with our client’s expectations. However, we cannot provide assurances or guarantees on the future probability of an investor’s returns, distributions and return of capital.
The most common risks associated with an investment through the Direct Equity Managed Account Service are outlined in the Product Disclosure Statement. It is important that you consider these risks and, where necessary, seek professional advice as to the appropriateness of this investment based on your financial objectives, time frame for investing and attitude to risk.
Want more information on investing in shares and the stock market
Want to take a more active role to managing your portfolio - learn more about our Share Trading Education.
We make your money work harder, so you are free to enjoy life
I would like to pass on our sincere thanks for saving us from the heavy losses on the stock market that most of our friends have suffered. You are a great team.
Hugh, H, Travelling Australia
Thanks for the extremely pleasing profits you have achieved managing our portfolio. We have been very impressed with the stock selection, timing of trades and general overall management and reporting of our portfolio. Keep up the good work. Neil, D, Melbourne
Today we read with pleasure that over the same time many of our friends have lost 30% or more of their superannuation our has increased by 13.65%. That is just marvelous. Thank you to you and your team. Kathleen, F, Sydney
Thank you for the opportunity to invest with Wealth Within. I have been very happy with the return on my money. D, Ham, Bedford