An altogether smarter way to trade and invest
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Testimonial

 “Since initially investing $250,000 with Sonray in an Individually Managed Account, we have made profits in excess of $140,000 over the past 2 years. We have been extremely impressed with both the returns and transparency of the investment”.* -Chris C (Brisbane)

* Past performance is no guarantee or reliable indication of future results.

Wholesale Clients

Sonray Capital Markets specialises in providing Wholesale and High Net Worth investors with premium advisory service including Individually Managed Accounts (IMAs). 

To be eligible to invest in Sonray’s Wholesale investment offerings you will need to make a minimum investment of $100,000 and be classified as a Wholesale client or professional investor.  If you are a Wholesale client you can do this by providing a certificate from your accountant verifying that your assets or income meet the following statutory minimum requirements:

  • A gross income for each of the last two financial years of at least $250,000 per year; or
  • Aggregated net assets of at least $2.5 million.

Alternatively, you will meet the legal requirements to be classified as a wholesale client if you make a minimum investment of $500,000 or are utilising the product in connection with a business that employs over 100 employees (or less in some circumstances).

The product is also available to professional investors, such as corporate entities that carry on the business of investment in financial products, and raise funds from the public.

The Sonray Wholesale Account Application and terms and conditions, available on request, contains further details of how you can satisfy these statutory requirements.

 

Individually Managed Account (IMAs)

At Sonray, we have many years of experience in offering individually managed accounts (IMAs) for wholesale and High Net Worth clients using proven investment strategies.   

With the recent global financial crisis fresh in investor minds, and unlike managed fund products, our IMA strategy provides transparency which allows the investor to view the account online at any time. 

 

IMA Performance since 2008

 

Sources: ASX200 Index data is supplied by the ASX, IMA data is actual performance of a $250,000 client account adjusted to eliminate the effect of deposits and withdrawals over the period.

 

Summary

  • An IMA gives the investor a flexible diversified Investment with exposure to the most liquid assets and derivative markets around the world, including equities, CFD’s, futures, commodities and options.
  • The goal of the IMA is to produce consistently strong returns in all stages of the market cycle with little or no correlation to underlying financial markets.
  • There is no bias towards long or short positions and market neutral or pairs’ trades will often be implemented
  • Transparent investment portfolio allows the investor to view the account online at any time. 

Read more or if you would like more information about our offering please contact 1800 010 582 to speak with one of our Senior Financial Advisers

 

Note: The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk.  Sonray Financial Advisers are authorised to provide you with general financial product advice only and do not take your personal objectives, financial situation or needs into consideration.  You must make your own decision regarding the suitability of any advice, recommendation or opinion to your own particular circumstances.