MANAGED FUNDS
The FX Pro Trading managed account option was set up in January 2005 in
response to demand from clients who were unable, or did not wish to
follow trade signals. It is now attracting other clients who have never
traded Forex, but were looking for above average returns.
The Managed Fund options are designed to appeal to clients that are looking for long term capital growth with a limited downside risk.
Key features:
Overview: Our clients have a choice of three Managed Funds options:
1. Mini Account - trades same systems as Standard MA. However trading lots reduced by half (4 instead of 8).
2. Standard Managed Account - trades are executed as per Easy and Pro systems (minimum investment of $20,000 is required)
3. VIP Managed Account - includes four systems Easy, Standard, Pro and Exclusive (minimum investment $30,000)
4. Custom Portfolio option - gives our clients freedom of choice. By choosing this option our clients may include any number of systems to their account. (Minimum investment $50,000)
We start from the basis that you understand what currency trading is all about and understand the risks as well as the potential rewards.
Our managed account options are for experienced investors only, so we will make no effort to explain the Forex market. If you are not familiar with Forex trading or managed accounts, please spend some time researching the subject.
All managed accounts are held in the currency of your choice at InteractiveBrokers LLC.
Below you will find simple straightforward facts about FX Pro Trading managed account options.
Objective: We have a very simple objective: to maximize capital growth whilst managing risks.
Our managed accounts have more conservative money management rules, so we expect the returns to be between 100% and 200% per annum.
More importantly, we are committed to protecting the downside risk.
Performance figures for Managed accounts can be found here.
Risk Management: With any individual trade, it is important to limit the maximum loss than can be suffered. We have set the following limits for various account sizes:
Trade Size:
Trade size is calculated at 4% (8 mini lots) of $20,000 (Standard)
account equity and 3% (9 mini lots) of $30,000/$50,000 account equity
(VIP/Custom Portfolio options). The correct trade size is allocated to
each client account and this is increased automatically as the account
equity grows.
(Lot size is equal to 10,000 units of base currency)
We monitor each account and make fortnightly adjustments to the trade
size to reflect the current equity level and stay in line with our
money management strategy.
Number of trades: We follow different systems for different managed account options. Hence there may be >20 trades per month for each managed account option. We also can have multiple trades opened for same pair.
Account Setup Fees: FX Pro Trading will only charge once off account setup fee of $99 (Standard) and $299 (VIP/Custom Portfolio) and will not charge any joining, membership or other on-going monthly fees. Our remuneration is entirely performance based. (If we do not make profits for our clients, we receive nothing)
We are paid 25% of the profits achieved. This is calculated from net return. Broker's transaction Fee per round turn is $1.25 per (1 mini lot) 10,000 of the base currency charged on entry. Overnight rollover interest varies daily for each pair.
Our remuneration is paid monthly in arrears directly from the client accounts at Interactive Brokers LLC on a 'high watermark' basis.
'High watermark basis' means:
If for example we grow an account from $20,000 to $24,000 in a month, we are paid $1000 (25% of $ 4,000)
The client account now stands at $23,000, so in the following month we are paid 25% of the account value above $23,000 (which is the new high watermark)
Please note: Out incentive fee for all Mini Accounts is 50%
Broker details: All of our client accounts are held at:
Interactive Brokers LLC
8 Greenwich Office Park
Greenwich, CT 06831
USA
www.interactivebrokers.com
Interactive Brokers LLC is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission
We have specifically chosen a broker who we believe to be financially strong. This was our overriding criteria, rather than finding the very cheapest option.
Account Opening: Once managed account setup fee is paid and cleared, we will then email you the account application.
The Managed Fund options are designed to appeal to clients that are looking for long term capital growth with a limited downside risk.
Key features:
- Actively managed accounts with trades monitored continuously
- Choice of three options: Standard, VIP and Custom Portfolio
- Substantial capital growth. (our target is to achieve 100% - 200% net per annum)
- No upfront, joining or management fees. Only net profit share payable as a percentage of capital growth (25%)
- 100% transparent. Funds stay under client's control at all times. FX Pro Trading has no access to client funds. Account can be monitored 24/7
- Strict money management rules
- Client can access broker status reports at any time
- Low minimum investment ($10,000 USD)
- Accounts held at large brokerage house
- Funds can be added or removed at any time (no 'lock-ins')
- No fund pools. Funds held in individual client accounts unlike any other managed funds
Overview: Our clients have a choice of three Managed Funds options:
1. Mini Account - trades same systems as Standard MA. However trading lots reduced by half (4 instead of 8).
2. Standard Managed Account - trades are executed as per Easy and Pro systems (minimum investment of $20,000 is required)
3. VIP Managed Account - includes four systems Easy, Standard, Pro and Exclusive (minimum investment $30,000)
4. Custom Portfolio option - gives our clients freedom of choice. By choosing this option our clients may include any number of systems to their account. (Minimum investment $50,000)
We start from the basis that you understand what currency trading is all about and understand the risks as well as the potential rewards.
Our managed account options are for experienced investors only, so we will make no effort to explain the Forex market. If you are not familiar with Forex trading or managed accounts, please spend some time researching the subject.
All managed accounts are held in the currency of your choice at InteractiveBrokers LLC.
Below you will find simple straightforward facts about FX Pro Trading managed account options.
Objective: We have a very simple objective: to maximize capital growth whilst managing risks.
Our managed accounts have more conservative money management rules, so we expect the returns to be between 100% and 200% per annum.
More importantly, we are committed to protecting the downside risk.
Performance figures for Managed accounts can be found here.
Risk Management: With any individual trade, it is important to limit the maximum loss than can be suffered. We have set the following limits for various account sizes:
|
(Lot size is equal to 10,000 units of base currency)
|
Number of trades: We follow different systems for different managed account options. Hence there may be >20 trades per month for each managed account option. We also can have multiple trades opened for same pair.
Account Setup Fees: FX Pro Trading will only charge once off account setup fee of $99 (Standard) and $299 (VIP/Custom Portfolio) and will not charge any joining, membership or other on-going monthly fees. Our remuneration is entirely performance based. (If we do not make profits for our clients, we receive nothing)
We are paid 25% of the profits achieved. This is calculated from net return. Broker's transaction Fee per round turn is $1.25 per (1 mini lot) 10,000 of the base currency charged on entry. Overnight rollover interest varies daily for each pair.
Our remuneration is paid monthly in arrears directly from the client accounts at Interactive Brokers LLC on a 'high watermark' basis.
'High watermark basis' means:
If for example we grow an account from $20,000 to $24,000 in a month, we are paid $1000 (25% of $ 4,000)
The client account now stands at $23,000, so in the following month we are paid 25% of the account value above $23,000 (which is the new high watermark)
Please note: Out incentive fee for all Mini Accounts is 50%
Broker details: All of our client accounts are held at:
Interactive Brokers LLC
8 Greenwich Office Park
Greenwich, CT 06831
USA
www.interactivebrokers.com
Interactive Brokers LLC is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission
We have specifically chosen a broker who we believe to be financially strong. This was our overriding criteria, rather than finding the very cheapest option.
Account Opening: Once managed account setup fee is paid and cleared, we will then email you the account application.
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