Check our Quantic Asset Management Investo Institutional Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Investo Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tirthas X1 Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tirthas X1 Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Global Macro Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Institutional Factsheet for the month of June 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Global Macro Institutional Factsheet for the month of June 2019. Find out more about our services https://www.quantic-am.com/en/
The Breakout portfolio provides concise summaries of its performance, strategy, and risks. It has generated positive returns since February 2017 through trend following across currencies and equity indexes. The strategy analyzes markets 24/7 to identify strong trends and implements 90% of trades intraday to reduce risk, while maintaining diversification through multiple financial instruments. However, the portfolio is suited for medium-risk investors due to potential short-term losses and fluctuations from its use of leverage and correlation to changing market conditions.
Check our Quantic Asset Management Tirthas X3 Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Investo Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tirthas X1 Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tirthas X1 Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Global Macro Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Institutional Factsheet for the month of June 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Global Macro Institutional Factsheet for the month of June 2019. Find out more about our services https://www.quantic-am.com/en/
The Breakout portfolio provides concise summaries of its performance, strategy, and risks. It has generated positive returns since February 2017 through trend following across currencies and equity indexes. The strategy analyzes markets 24/7 to identify strong trends and implements 90% of trades intraday to reduce risk, while maintaining diversification through multiple financial instruments. However, the portfolio is suited for medium-risk investors due to potential short-term losses and fluctuations from its use of leverage and correlation to changing market conditions.
Check our Quantic Asset Management Tirthas X3 Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
- The portfolio is a multi-strategy portfolio consisting of 5 different trading strategies, each with its own focus or approach, aiming to create diversification and reduce drawdowns while maintaining exposure to different market conditions.
- The portfolio uses a proprietary predictive system and mathematical models to identify market swing points and trade currencies and indices with leverage, seeking absolute returns in all market conditions.
- This type of investment is best suited for investors with a medium-high risk tolerance and short-medium investment horizon as the portfolio can experience short-term losses and fluctuations.
Check our Quantic Asset Management Tirthas X3 Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tiger Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tiger Strategy Factsheet for the month of May 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tirthas X3 Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Lion Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Lion Retail Factsheet for the month of April 2019. Interested in finding out more about our managed accounts, request a demo from the Quantic team here https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tirthas X5 Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tirthas X5 Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
INVESTO is an investment strategy that seeks positive returns regardless of market conditions. It is a global macro strategy that invests in currencies and equity index futures using quantitative algorithms. The strategy aims to achieve absolute returns through diversification, flexible leverage, and risk management. Past performance since October 2017 has been positive, with monthly returns ranging from -8% to 10.02% and an overall gain of 24.03%. However, the portfolio can also experience short-term losses and fluctuations.
Check our Quantic Asset Management Global Macro Institutional Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Global Macro Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Institutional Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tirthas X5 Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Institutional Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tiger Retail Factsheet for the month of April 2019. Interested in finding out more about our managed accounts, request a demo from the Quantic team here https://www.quantic-hub.com/request-a-demo/
- Zest Trading is a private asset management firm based in the EU that trades currencies and other assets using proprietary trading strategies.
- The Polar strategy trades across multiple timeframes to determine long-term direction and short-term entry points. It uses indicators like Divergence, Convergence, and a Centre of Gravity indicator.
- Since inception in July 2013, the strategy has grown $100,000 to over $800,000 as of November 2016, achieving returns of 11.07% annually.
Quantic is led by a team of some of the best experts in the industry. Take the time to meet them!
For more information visit https://www.quantic-am.com/
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
- The portfolio is a multi-strategy portfolio consisting of 5 different trading strategies, each with its own focus or approach, aiming to create diversification and reduce drawdowns while maintaining exposure to different market conditions.
- The portfolio uses a proprietary predictive system and mathematical models to identify market swing points and trade currencies and indices with leverage, seeking absolute returns in all market conditions.
- This type of investment is best suited for investors with a medium-high risk tolerance and short-medium investment horizon as the portfolio can experience short-term losses and fluctuations.
Check our Quantic Asset Management Tirthas X3 Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tiger Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tiger Strategy Factsheet for the month of May 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tirthas X3 Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Lion Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Lion Retail Factsheet for the month of April 2019. Interested in finding out more about our managed accounts, request a demo from the Quantic team here https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tirthas X5 Strategy Factsheet for the month of June 2019.
Find out more about our services by visiting https://www.quantic-hub.com/request-a-demo/
Check our Quantic Asset Management Tirthas X5 Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
INVESTO is an investment strategy that seeks positive returns regardless of market conditions. It is a global macro strategy that invests in currencies and equity index futures using quantitative algorithms. The strategy aims to achieve absolute returns through diversification, flexible leverage, and risk management. Past performance since October 2017 has been positive, with monthly returns ranging from -8% to 10.02% and an overall gain of 24.03%. However, the portfolio can also experience short-term losses and fluctuations.
Check our Quantic Asset Management Global Macro Institutional Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Global Macro Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Institutional Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tirthas X5 Retail Factsheet for the month of April 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Retail Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Breakout Institutional Factsheet for the month of May 2019. Find out more about our services https://www.quantic-am.com/en/
Check our Quantic Asset Management Tiger Retail Factsheet for the month of April 2019. Interested in finding out more about our managed accounts, request a demo from the Quantic team here https://www.quantic-hub.com/request-a-demo/
- Zest Trading is a private asset management firm based in the EU that trades currencies and other assets using proprietary trading strategies.
- The Polar strategy trades across multiple timeframes to determine long-term direction and short-term entry points. It uses indicators like Divergence, Convergence, and a Centre of Gravity indicator.
- Since inception in July 2013, the strategy has grown $100,000 to over $800,000 as of November 2016, achieving returns of 11.07% annually.
Quantic is led by a team of some of the best experts in the industry. Take the time to meet them!
For more information visit https://www.quantic-am.com/
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
Top 4 Tax saving Equity linked saving scheme for Section 80C deduction and savings. Which are best ELSS schemes for tax saving? Axis Long term equity fund ELSS, Saving Taxes, 80C, Income tax act, Deduction from tax, Best tax saving schemes,Axis long term equity fund,Birla Sunlife tax relief fund,BNP paribas long term equity fund,IDFC tax advantage equity fund
Fixed deposits are great investments for long term. However one should first understand his or her requirements and risk profile and choose the right investment for wealth creation
This document provides an overview of the Anchor BCI Equity Fund, a South African equity portfolio managed by Anchor Capital. It seeks long-term capital growth through a bottom-up stock selection process that favors quality stocks. The fund constructs its portfolio based on fundamental research, focusing on stocks with strong returns on capital and cash flows. While it considers valuation, the fund's style is not strictly 'value'. It can invest in offshore instruments for efficient portfolio management. The minimum investment is R25,000 and the fund aims to maintain over 80% equity exposure.
FIRST, RUSSIA – UKRAINE AND NOW IT’S ISRAEL –
HAMAS! WHAT IS LYING AHEAD FOR INDIAN MARKET ?
Investment
Gyan Market Indicators
Inspiring Investment Story
15318 stanlib multi manager all stars equity fo f-static sheetNaweed Hoosenmia
The document provides information on the STANLIB Multi-Manager All Stars Equity Fund of Funds (FoF). It includes details such as the fund's objective to generate long-term capital growth through local and global equity markets by outperforming inflation by 7% annually over 7-year periods. It also describes the fund as a fully invested, multi-managed equity portfolio with a minimum 80% total equity exposure. Additionally, it lists some of the underlying managers that make up the portfolio.
- Zest Trading is an investment firm established in 2013 that offers managed account services targeting above average returns through foreign exchange and other markets.
- The Phoenix strategy combines short-term and medium-term discretionary manual foreign exchange trading approaches using technical and fundamental analysis. It aims to perform across different market environments.
- The minimum investment is $100,000 USD with a 2% annual management fee and 30% performance fee over the high water mark. Daily account statements provide transparency and there are no entry or exit fees.
The Bulls Eye Strategy aims to deliver short to medium term returns through investing in fundamentally sound stocks and active profit booking. Stock selection is based on positive corporate developments and relative valuation compared to peers. The strategy buys stocks ahead of positive events and when valuations gaps appear, and sells when price targets are reached. It is a low to medium risk strategy for investors with 1 year horizon, and aims to outperform the BSE 200 benchmark. The portfolio will be diversified across large, mid, and small cap stocks from various sectors within allocation limits. The strategy is managed by Mr. Manish Sonthalia with 15 years of experience.
This document provides an overview and summary of the Investec Global Franchise Fund. It discusses the fund's objective of investing in quality, global companies with strong business models and management. It notes some of the fund's key attributes like its current fund size, launch date, geographic and sector allocations, and track record of outperforming benchmarks with lower volatility.
Similar to Factsheet investo apr 19-institutional (11)
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
University of North Carolina at Charlotte degree offer diploma Transcripttscdzuip
办理美国UNCC毕业证书制作北卡大学夏洛特分校假文凭定制Q微168899991做UNCC留信网教留服认证海牙认证改UNCC成绩单GPA做UNCC假学位证假文凭高仿毕业证GRE代考如何申请北卡罗莱纳大学夏洛特分校University of North Carolina at Charlotte degree offer diploma Transcript
How to Invest in Cryptocurrency for Beginners: A Complete GuideDaniel
Cryptocurrency is digital money that operates independently of a central authority, utilizing cryptography for security. Unlike traditional currencies issued by governments (fiat currencies), cryptocurrencies are decentralized and typically operate on a technology called blockchain. Each cryptocurrency transaction is recorded on a public ledger, ensuring transparency and security.
Cryptocurrencies can be used for various purposes, including online purchases, investment opportunities, and as a means of transferring value globally without the need for intermediaries like banks.
The Rise and Fall of Ponzi Schemes in America.pptxDiana Rose
Ponzi schemes, a notorious form of financial fraud, have plagued America’s investment landscape for decades. Named after Charles Ponzi, who orchestrated one of the most infamous schemes in the early 20th century, these fraudulent operations promise high returns with little or no risk, only to collapse and leave investors with significant losses. This article explores the nature of Ponzi schemes, notable cases in American history, their impact on victims, and measures to prevent falling prey to such scams.
Understanding Ponzi Schemes
A Ponzi scheme is an investment scam where returns are paid to earlier investors using the capital from newer investors, rather than from legitimate profit earned. The scheme relies on a constant influx of new investments to continue paying the promised returns. Eventually, when the flow of new money slows down or stops, the scheme collapses, leaving the majority of investors with substantial financial losses.
Historical Context: Charles Ponzi and His Legacy
Charles Ponzi is the namesake of this deceptive practice. In the 1920s, Ponzi promised investors in Boston a 50% return within 45 days or 100% return in 90 days through arbitrage of international reply coupons. Initially, he paid returns as promised, not from profits, but from the investments of new participants. When his scheme unraveled, it resulted in losses exceeding $20 million (equivalent to about $270 million today).
Notable American Ponzi Schemes
1. Bernie Madoff: Perhaps the most notorious Ponzi scheme in recent history, Bernie Madoff’s fraud involved $65 billion. Madoff, a well-respected figure in the financial industry, promised steady, high returns through a secretive investment strategy. His scheme lasted for decades before collapsing in 2008, devastating thousands of investors, including individuals, charities, and institutional clients.
2. Allen Stanford: Through his company, Stanford Financial Group, Allen Stanford orchestrated a $7 billion Ponzi scheme, luring investors with fraudulent certificates of deposit issued by his offshore bank. Stanford promised high returns and lavish lifestyle benefits to his investors, which ultimately led to a 110-year prison sentence for the financier in 2012.
3. Tom Petters: In a scheme that lasted more than a decade, Tom Petters ran a $3.65 billion Ponzi scheme, using his company, Petters Group Worldwide. He claimed to buy and sell consumer electronics, but in reality, he used new investments to pay off old debts and fund his extravagant lifestyle. Petters was convicted in 2009 and sentenced to 50 years in prison.
4. Eric Dalius and Saivian: Eric Dalius, a prominent figure behind Saivian, a cashback program promising high returns, is under scrutiny for allegedly orchestrating a Ponzi scheme. Saivian enticed investors with promises of up to 20% cash back on everyday purchases. However, investigations suggest that the returns were paid using new investments rather than legitimate profits. The collapse of Saivian l
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
An accounting information system (AIS) refers to tools and systems designed for the collection and display of accounting information so accountants and executives can make informed decisions.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
The Impact of Generative AI and 4th Industrial RevolutionPaolo Maresca
This infographic explores the transformative power of Generative AI, a key driver of the 4th Industrial Revolution. Discover how Generative AI is revolutionizing industries, accelerating innovation, and shaping the future of work.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
Dr. Alyce Su Cover Story - China's Investment Leadermsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...Donc Test
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
Factsheet investo apr 19-institutional
1. PORTFOLIO MANAGEMENT:
PROFILE
PERFORMANCE ANALYSIS MAXIMUM DRAWDOWN
3 Month: 0.77% 6 Month: 4.11% YTD: -0.31% Since Oct. 2017: 22.02%
GROWTH PERFORMANCE SINCE OCTOBER 2017 MONTHLY PERFORMANCE SINCE OCTOBER 2017
BENEFITS RISKS
> Seeking absolute return to generate alpha in all market conditions. > This type of investment is more suited to investors with a
> High levels of diversification that improves investor’s performance. medium risk/ reward ratio and a long investment horizon.
> No correlation to traditional markets to help safeguard from losses. > The portfolio can suffer from short term losses and
> Usage of flexible leverage, while also effectively managing risk. fluctuations.
INVESTO
Past performance is not guide to future performance
INVESTO is an investment strategy, seeking to bring positive returns regardless of the
market conditions. The strategy is based on Global Macro positive results, taking
advantage of our institutional knowledge. INVESTO is designed for all types of clients. It is
based on different instruments, ranging between currencies and equity index futures to
achieve diversification between asset classes and constantly deliver robust returns.
Markets: The investment portfolio involves currency pairs and equity index futures. The
philosophy of this strategy is to profit through long and short positions, aimed at taking
advantage of the fluctuating prices of the underlying asset.
Strategy: It capitalises on the diversification of several techniques, applied to both equity
and currency markets. It employs a sophisticated automated system based on
quantitative algorithms that create different signals, which are continuously monitored.
For each open position, there is always a fixed stop-loss and a take profit level set,
calculated according to the market volatility.
Objective: The objective is to achieve absolute return, without using a benchmark as a
performance target. This is accomplished by employing a no correlation approach to
traditional investment.
NOV DEC
22.45%
0.89% -0.05%- -
STRATEGY DESCRIPTION
INVESTO improves investing by delivering positive returns with high levels of diversification.
3
JUNYEAR
2017 - - - - -
JAN FEB MAR APR MAY OCT
2019 -1.08% -4.60% 4.05% 1.52% - - - - - - - - -0.31%
- -
This is for institutional clients only. Any disclosure, reproduction, distribution or other use of this information by an individual or entity, without previous written authorization by AFX Capital Markets Ltd, is strictly prohibited. AFX Capital
Markets Ltd, trading as Quantic, is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) with license no. 119/10 and registration no. 253014. The address of AFX Capital Markets Ltd is Arch. Kyprianou 2 & Ayiou
Andreou, G.Pavlides Building, 3rd Floor, 3036 Limassol, Cyprus. We provide portfolio management services to the remainder of the EU under the MiFID Passporting Regime on a Cross-Border basis. The content of this brochure is for
informational purposes only and under no any circumstances can be considered to be a solicitation or an offer to sell / purchase the services offered by AFX Capital Markets Ltd. This brochure should not be regarded as a constituting
investment, legal, taxation, or any other type of advice. It has been prepared by a team of professionals at AFX Capital Markets Ltd on the basis of the information available at the time of writing. This document is perceived to be reliable and
it accurately reflects our team’s personal views. The company disclaims any responsibility for the correctness and accuracy of this content. CFDs are leveraged instruments, carrying a high degree of risk, and therefore may not be suitable for
all investors. The value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. Past performance is no guarantee of future success. Seek independent financial
advice if necessary.
Past performance is not guide to future performance
-
-
- - - - -- - - - -
2018 -5.00% 5.86% 4.89% 1.33% -1.60% 4.98%
Investment Horizon:
Maximum Loss Allowed:
4.42%
- -
JUL
6.98%
Estimated Benchmarks performance calculated with reported data as May-1-2019
-6.10% 11.21%
YTD
October 2017
Subscription/Redemption: Daily
1 - 3 years
AUG SEP
50% of your deposit
1.5%
30% High Watermark
CySEC
Management Fee:
Performance Fee:
Portfolio Regulated by:
-2.04%1.14%
Portfolio Name:
Markets:
Strategy:
Leverage:
Minimum Investment:
Inception Date:
Base Currencies:
1.06% -2.32% 3.02%
Factsheets APRIL 2019
- - - - - -
- - - - - -
-
Past performance is not guide to future performance
- -
Past performance is not guide to future performance
- - - - - -
-
- - -
- - - - -
-
- - -
- -
-
-
-
-
-
-
- -
- -
- - - - -
INVESTO
CFDs on Equity, Indices, Currencies
Long - Short
Up to 40
€ 2,500
EUR / USD / GBP / CHF
-8%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
12%
14%
Oct-17
Nov-17
Dec-17
Jan-18
Feb-18
Mar-18
Apr-18
May-18
Jun-18
Jul-18
Aug-18
Sep-18
Oct-18
Nov-18
Dec-18
Jan-19
Feb-19
Mar-19
Apr-19
Past performance is not guide to future performance
-10%
-5%
0%
5%
10%
15%
20%
25%
Sep-17
Oct-17
Nov-17
Dec-17
Jan-18
Feb-18
Mar-18
Apr-18
May-18
Jun-18
Jul-18
Aug-18
Sep-18
Oct-18
Nov-18
Dec-18
Jan-19
Feb-19
Mar-19
Apr-19
Barclay Hedge Fund Index MSCI WORLD in EUR INVESTO
2. Market review & Performance contribution and portfolio changes
Opportunities
Risks
Disclaimer
Important information
CFDs are leveraged instruments, carrying a high degree of risk, and therefore may not be suitable for all investors. The value of investments and the income from them can go
down as well as up and you may not recover the amount of your original investment. Past performance is no guarantee of future success. Seek independent financial advice if
necessary.
The strategy was updated and utilized to investigate the possibility that market structure variables might improve the diversification/performance relationship.
COMMENTS
Please bear in mind that investing is not for everyone and the value of investments can fall as well as rise, so you might get back less than you invest. The direct investing
service doesn’t give personal advice on investments. If you’re unsure, seek independent advice. Tax rules can change in future. Their effects on you will depend on your
individual circumstances.
Any views, opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions, constitute the judgement of the portfolio
manager and are subject to change without notice. Any disclosure, reproduction, distribution or other use of this information by an individual or entity, without previous
written authorization by AFX Capital Markets Ltd, is strictly prohibited. AFX Capital Markets Ltd, trading as Quantic, is authorized and regulated by the Cyprus Securities and
Exchange Commission (CySEC) with license no. 119/10 and registration no. 253014.
The address of AFX Capital Markets Ltd is Arch. Kyprianou 2 & Ayiou Andreou, G.Pavlides Building, 3rd Floor, 3036 Limassol, Cyprus.
We provide portfolio management services to the remainder of the EU under the MiFID Passporting Regime on a Cross-Border basis. The content of this brochure is for
informational purposes only and under no any circumstances can be considered to be a solicitation or an offer to sell / purchase the services offered by AFX Capital Markets
Ltd. This brochure should not be regarded as a constituting investment, legal, taxation, or any other type of advice. It has been prepared by a team of professionals at AFX
Capital Markets Ltd on the basis of the information available at the time of writing. This document is perceived to be reliable and it accurately reflects our team’s personal
views. The company disclaims any responsibility for the correctness and accuracy of this content.
This is for institutional clients only. Any disclosure, reproduction, distribution or other use of this information by an individual or entity, without previous written authorization by AFX Capital Markets Ltd, is strictly prohibited. AFX Capital
Markets Ltd, trading as Quantic, is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) with license no. 119/10 and registration no. 253014. The address of AFX Capital Markets Ltd is Arch. Kyprianou 2 & Ayiou
Andreou, G.Pavlides Building, 3rd Floor, 3036 Limassol, Cyprus. We provide portfolio management services to the remainder of the EU under the MiFID Passporting Regime on a Cross-Border basis. The content of this brochure is for
informational purposes only and under no any circumstances can be considered to be a solicitation or an offer to sell / purchase the services offered by AFX Capital Markets Ltd. This brochure should not be regarded as a constituting
investment, legal, taxation, or any other type of advice. It has been prepared by a team of professionals at AFX Capital Markets Ltd on the basis of the information available at the time of writing. This document is perceived to be reliable and
it accurately reflects our team’s personal views. The company disclaims any responsibility for the correctness and accuracy of this content. CFDs are leveraged instruments, carrying a high degree of risk, and therefore may not be suitable for
all investors. The value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. Past performance is no guarantee of future success. Seek independent financial
advice if necessary.
- This type of investment is more suited to investors with a medium/high degree of risk and a short to medium investment horizon.
- The portfolio can suffer from short term losses and fluctuations.
The investment strategies invest in derivatives, which are subject to the risks of their underlying markets or underlying instruments as well as issuer risks and often involve
higher risks than direct investments.
All forms of investment, which we may undertake on your behalf, involve risk. The value of investment and the income derived from them is not guaranteed and it can fall as
well as rise. For detailed explanation of the key risks, please refer to key risk warnings document, available upon request from info@afxgroup.com
A highly qualified and experienced management actively manages the accounts on the basis of a fundamental valuation approach. The objective is to identify the potential
investments that, in the Investment manager’s opinion, are most attractive and to generate interesting and profitable opportunities for investors. The managed accounts
invest in currencies and in indices in a broadly diversified manner and seeks opportunities for returns wherever they exist.
Factsheets APRIL 2019
3. RISKS:
LEGAL INFORMATION
Past performance is not a guide to future performance. All forms of investment, which we may undertake on your behalf, involve risk.
The value of your investment and income from it is not guaranteed and may fall of rise.
Due leveraged nature of the derivates in the portfolio, the effect of leverage is that a small price movement can cause both gains and losses to be magnified.
Forex and derivative products such as Contract for Differences (CFDs) are complex financial instrument. A “complex financial instrument” is a high-risk investment, places your
capital at risk of loss and requires knowledge and understanding of the underlying risks of the involved.
The portfolio is exposed to the following key risks: liquidity risk, equity risk, credit risk, volatility risk, market risk, concentration risk, counterparty risk and inflation risk.
For further details please read the more detailed risks section below.
Forex and CFDs are leveraged instruments, carrying a high degree of risk, and therefore may not be suitable for all investors. The value of investments and the income from
them can go down as well as up and you may not recover the amount of your original investment. Past performance is no guarantee of future success. Seek independent
financial advice if necessary.
Liquidity risk is the risk stemming from the lack of marketability of an investment that cannot be bought or sold quickly enough to prevent or minimize a loss. With liquidity
risk, typically reflected in unusually wide bid-ask spreads or large price movements.
Exchange risk, also called FX risk or currency risk, is the financial risk of an investment's value changing due to the changes in currency exchange rates. This also refers to the
risk an investor faces when he needs to close out a long or short position in a foreign currency at a loss, due to an adverse movement in exchange rates.
Volatility risk is the risk of a change of price of a portfolio as a result of changes in the volatility of a risk factor. It can either be measured by using the standard deviation or
variance between returns from that same security or market index. Commonly, the higher the volatility, the riskier the security.
Equity risk is the risk that the value of a derivative’s underlying equity instrument becomes worthless as the company becomes bankrupt.
Credit risk is the risk of an issuer defaulting and being unable to repay the principal investment or financial gain.
Market risk is the risk that the value of an individual investment or portfolio will fall as a result of a fall in markets.
Concentration risk is the risk that there is an insufficient level of diversification such that an investor is excessively exposed to one or a limited number of investment.
Counterparty risk is the risk that a party connected to an investment or transaction is unable to meet its commitment.
The weekend effect is a phenomenon in financial markets in which stock returns on Mondays are often significantly lower than those of the immediately preceding Friday.
Some theories that explain the effect attribute the tendency for companies to release bad news on Friday after the markets close to depressed stock prices on Monday.
Others state that the weekend effect might be linked to short selling, which would affect stocks with high short interest positions. Alternatively, the effect could simply be a
result of traders' fading optimism between Friday and Monday.
Leverage is an investment strategy. Companies and investors can use leverage to finance their assets. The control of systemic risk requires controlling leverage. Leveraging
enables gains and losses to be multiplied. On the other hand, there is a risk that leveraging will result in a loss.
A margin call is a broker's demand on an investor using margin to deposit additional money or securities so that the margin account is brought up to the minimum
maintenance margin. An investor receives a margin call from a broker if one or more of the securities he had bought with borrowed money decreases in value past a certain
point. The investor must either deposit more money in the account or sell off some of his assets.
Factsheets APRIL 2019
Any investment objective or target will be treated as a target only and should not be considered as assurance or guarantee of performance of the Portfolio or any part of it.
This is for institutional clients only. Any disclosure, reproduction, distribution or other use of this information by an individual or entity, without previous written authorization by AFX Capital Markets Ltd, is strictly prohibited. AFX Capital
Markets Ltd, trading as Quantic, is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) with license no. 119/10 and registration no. 253014. The address of AFX Capital Markets Ltd is Arch. Kyprianou 2 & Ayiou
Andreou, G.Pavlides Building, 3rd Floor, 3036 Limassol, Cyprus. We provide portfolio management services to the remainder of the EU under the MiFID Passporting Regime on a Cross-Border basis. The content of this brochure is for
informational purposes only and under no any circumstances can be considered to be a solicitation or an offer to sell / purchase the services offered by AFX Capital Markets Ltd. This brochure should not be regarded as a constituting
investment, legal, taxation, or any other type of advice. It has been prepared by a team of professionals at AFX Capital Markets Ltd on the basis of the information available at the time of writing. This document is perceived to be reliable and
it accurately reflects our team’s personal views. The company disclaims any responsibility for the correctness and accuracy of this content. CFDs are leveraged instruments, carrying a high degree of risk, and therefore may not be suitable for
all investors. The value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. Past performance is no guarantee of future success. Seek independent financial
advice if necessary.
4. GLOSSARY
Factsheets APRIL 2019
This is for institutional clients only. Any disclosure, reproduction, distribution or other use of this information by an individual or entity, without previous written authorization by AFX Capital Markets Ltd, is strictly prohibited. AFX Capital
Markets Ltd, trading as Quantic, is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) with license no. 119/10 and registration no. 253014. The address of AFX Capital Markets Ltd is Arch. Kyprianou 2 & Ayiou
Andreou, G.Pavlides Building, 3rd Floor, 3036 Limassol, Cyprus. We provide portfolio management services to the remainder of the EU under the MiFID Passporting Regime on a Cross-Border basis. The content of this brochure is for
informational purposes only and under no any circumstances can be considered to be a solicitation or an offer to sell / purchase the services offered by AFX Capital Markets Ltd. This brochure should not be regarded as a constituting
investment, legal, taxation, or any other type of advice. It has been prepared by a team of professionals at AFX Capital Markets Ltd on the basis of the information available at the time of writing. This document is perceived to be reliable and
it accurately reflects our team’s personal views. The company disclaims any responsibility for the correctness and accuracy of this content. CFDs are leveraged instruments, carrying a high degree of risk, and therefore may not be suitable for
all investors. The value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. Past performance is no guarantee of future success. Seek independent financial
advice if necessary.
BONDS:
A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a
variable or fixed interest rate. Bonds are used by companies, municipalities, states and sovereign governments to raise money and finance a variety of projects and activities.
Owners of bonds are debt-holders, or creditors, of the issuer.
CFD:
A contract for differences (CFD) is an arrangement made in a futures contract whereby differences in settlement are made through cash payments, rather than by the delivery
of physical goods or securities. It is a tradable contract between a client and a broker, who are exchanging the difference in the current value of a share, currency, commodity
or index and its value at the contract’s end. CFDs provide investors with the all benefits and risks of owning a security without actually owning it.
COMMODITIES:
A commodity is a basic good used in commerce that is interchangeable with other commodities of the same type; commodities are most often used as inputs in the
production of other goods or services. The quality of a given commodity may differ slightly, but it is essentially uniform across producers. When they are traded on an
exchange, commodities must also meet specified minimum standards, also known as a basis grade. On our platform, you can trade: Oil, Gold, Silver, Palladium, Corn, Wheat,
Soybean; Sugar Cocoa, Coffee, Cotton.
CURRENCIES:
Currency is a generally accepted form of money, including coins and paper notes, which is issued by a government and circulated within an economy. Used as a medium of
exchange for goods and services, currency is the basis for trade.
HMW:
A high-water mark is the highest peak in value that an investment fund or account has reached. This term is often used in the context of fund manager compensation, which is
performance-based. The high-water mark ensures the manager does not get paid large sums for poor performance.
INDICES:
An index is an indicator, In the case of financial markets, stock and bond market indices consist of a hypothetical portfolio of securities representing a particular market or a
segment of it. (You cannot invest directly in an index.) However, to assess how the index has changed from the previous day, investors must look at the amount the index has
fallen, often expressed as a percentage. The Standard & Poor’s 500 is one of the world’s best known indices.
LEVERAGE:
The concept of leverage is used by both investors and companies. Investors use leverage to significantly increase the returns that can be provided on an investment. They
lever their investments by using various instruments that include options, futures, and margin accounts. Companies and investors can use leverage to finance their assets. The
control of systemic risk requires controlling leverage. Leveraging enables gains and losses to be multiplied. On the other hand, there is a risk that leveraging will result in a loss.
LONG POSITION:
A long (or long position) is the buying of a security such as a stock, commodity or currency with the expectation the asset will rise in value.
MARKET ORDERS:
An investor makes a market order through a broker or brokerage service to buy or sell an in-vestment such as currencies, commodities, bond, share and indices, immediately
at the best available current price. A market order guarantees execution, and it often has low commissions due to the minimal work brokers need to do.
PERFORMANCE FEE:
A performance fee is a payment made to a fund manager for generating positive returns. The performance fee is generally calculated as a percentage of investment profits,
often both realized and unrealized. It is largely a feature of the hedge fund industry, where performance fees have made many hedge fund managers among the wealthiest
people in the world.
MANAGEMENT FEE:
A management fee is a charge levied by an investment manager for managing an investment fund. The management fee is intended to compensate the managers for their
time and expertise for selecting stocks and managing the portfolio. It can also include other items such as investor relations expenses and the administration costs of the fund.
SHARES:
Shares are units of ownership interest in a corporation or financial asset that provide for an equal distribution in any profits, in the form of dividends. The two main types of
shares are common shares and preferred shares. Physical paper stock certificates have been replaced with electronic recording of stock shares.
SHORT POSITION:
A short, or short position, is a directional trading or investment strategy where the investor sells shares of borrowed stock in the open market. The expectation of the investor
is that the price of the stock will de-crease over time, at which point the he will purchase it.
VOLATILITY:
The greater the volatility, the greater the risk. Volatility is a statistical measure of the dispersion of returns for a given security or market index. Volatility can either be
measured by using the standard deviation or variance between returns from that same security or market index. Volatility, as expressed as a percentage coefficient refers to
the amount of uncertainty or risk about the size of changes in a security's value. A higher volatility means that a security's value can potentially be spread out over a larger
range of values. This means that the price of the security can change dramatically over a short time period in either direction.