PORTFOLIO MANAGEMENT INVESTO

Quantic is the Portfolio Management department of AFX Group.

Based on our consolidated experience in portfolio management with an in-house team, have developed a specific strategy for STO clients, based on Quantic’s institutional Global Macro. STO is proud to offer investors access to a leveraged version of our institutional Global Macro - INVESTO strategy.

INVESTMENT UNIVERSE AND OBJECTIVE


INVESTO is our investment strategy by Quantic, striving to achieve a positive return regardless of the market conditions. We have created a specific strategy based on Global Macro positive results, taking advantage from our institutional knowledge. INVESTO is based on different instruments, ranging between currencies and equity index futures, in order to achieve diversification between asset classes and constantly deliver robust returns.

Objective: INVESTO's objective is to achieve positive return, without using a benchmark as target of performance. This is accomplished by employing a no correlation approach to traditional.

PROFILE


  • Portfolio Name: INVESTO
  • Markets: Currencies & CFDs on Equity Indices
  • Strategy: Long – Short
  • Leverage: Up to 30
  • Minimum Investment: €2500/$2500
  • Inception Date: OCT. 2017
  • Subscription/Redemption: Daily
  • Base Currencies: EUR/USD
  • Investment Horizon: 1-3 years
  • Maximum Loss Allowed: 50% of your deposit
  • Management Fee: 1,5%
  • Performance Fee: 30% High Watermark

STRATEGY

Our trading strategy 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 by our management team. For each open position, there is always a fixed stop-loss and a take profit level set, calculated according to the volatility of the period.

The investment portfolio includes 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.

CFDs and FX trading are leveraged products carrying a high degree of risk to your capital, and that you should seek independent financial advice if necessary. 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.

The performance analysis is based on the actual historical performance of the below financial instruments as depicted in the portfolio structure and table below.

PORTFOLIO STRUCTURE

The returns may increase or decrease as a result of currency fluctuations.

EXPOSURE PER INSTRUMENT


Instrument Exposure
EURJPY 24.49%
EURUSD 10.33%
EURSTOXX50 3.76%
GBPUSD 14.15%
U30USD 2.39%
USDJPY 41.92%
Other CFDs 2.96%

The returns may increase or decrease as a result of currency fluctuations.

PERFORMANCE ANALYSIS

3 Month: 0.99%      6 Month: 6.70%      YTD: 12.26%     Since Oct. 17: 11.79%

The data depicted in the below graph are based on actual past performance of a live portfolio using real funds within our MT4 trading platform. The returns may increase or decrease as a result of currency fluctuations.

GROWTH PERFORMANCE SINCE OCT. 2017

The performance is calculated as the net return of all fees.


Past performance does not constitute a reliable indicator of future results.

MONTHLY PERFORMANCE SINCE OCT. 2017

The performance is calculated as the net return of all fees.


Past performance does not constitute a reliable indicator of future results.

YEARJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2017 - - - - - - - - - 1.01% -2.16% 0.76% -0.42%
2018 -5.12% 5.73% 3.92% 0.92% -1.72% 4.12% 3.25% 0.70% -2.44% 2.80% - - 12.26%

Past performance does not constitute a reliable indicator of future results.

The data depicted in the above table are based on actual past performance of a live portfolio using real funds within our MT4 trading platform. The returns may increase or decrease as a result of currency fluctuations.

Growth Yearly Performance


  • 2017
  • -0.42%
  • 2018 (YTD)
  • 11.16%

BENEFITS


  • Seeking absolute return to generate alpha in all market conditions.
  • High levels of diversification that improves investors’ performance.
  • No correlation to traditional markets to help safeguard from losses.
  • Usage of flexible leverage, while also effectively managing risk.

RISKS


  • This type of investment is more suited to investors with a high degree of risk and a short to medium investment horizon.
  • The portfolio can suffer from short term losses and fluctuations.
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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.

Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 67.56% of retail investor accounts lose money when trading CFDs with AFX Capital Markets Ltd. 68.77% of retail investor accounts lose money when trading CFDs with AFX Markets Ltd. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

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