Date of production: February 2021

An Individually Managed Account or IMA – is an investment structure that enables investors to bring different types of assets together in one portfolio.

Implemented Portfolios has chosen the IMA structure because we believe they are a great way of providing a personalised and engaging investment experience where investors can receive and participate in a tailored investment process based on their individual circumstances.

This tailored service sees clients delegate their day-to-day investment decisions and management of their investment strategy to a portfolio manager while retaining direct ownership of their investments.

This is great for people who are looking for a “Do It With Me” approach, where transparency and regular communication mean you are engaged and informed about the management of your portfolio.

We recommend you speak to your financial adviser or seek independent financial advice to determine whether this is suitable for you.

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