An individually managed account is an investment account managed in your name, where you directly own the underlying shares, bonds, or other assets. Hosted by trusted partner custodians, it gives you access to industry-leading technology and a wide array of investments — including shares, ETFs, structured products, and even unit trusts.
You receive monthly statements and online account access as standard, giving you transparency and control over what you own and why. Unlike pooled vehicles such as unit trusts, a segregated portfolio can be built around your goals, tax profile, and preferences.
How the portfolio is held and funded can be customised:
For investors with meaningful capital to allocate, how you structure your portfolio matters. An individually managed account offers advantages that pooled investments can’t always match:
Because segregated portfolios are not bound by the same regulatory limits on position sizes or asset allocation as pooled funds, they provide the freedom to:
This supports a patient, fundamentals-driven approach—anchored in the principle Charlie Munger captured so well:
“The big money is not in the buying and the selling, but in the waiting.”
Your mandate defines your strategy:
A segregated portfolio allows for valuation-driven investing: adding to conviction when opportunities arise, trimming risk when appropriate, and remaining invested in businesses that compound value over time.
Your portfolio should reflect your goals, not someone else’s. With an Individually Managed Account, you gain direct ownership, full transparency, and the freedom to invest with purpose. Let Cratos Asset Management help you structure a portfolio around your long-term vision — locally or globally.
Speak to an advisor today and discover if a bespoke investment solution is right for you.
