PORTFOLIO MANAGEMENT INVESTO

Quantic is AFX Group’s wealth and portfolio management division, authorized and regulated by Cyprus Securities Exchange Commission license no. 119/10 (CySEC) since 2009.

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 all investors access to a leveraged version of our institutional Global Macro - INVESTO strategy.

INVESTMENT UNIVERSE AND OBJECTIVE


INVESTO is our powerful investment strategy by Quantic, seeking to bring positive returns regardless of the market conditions. We have created a specific strategy based on Global Macro positive results, taking advantage from our institutional knowledge. The strategy is designed to reach all types of clients. 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.
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: 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 a stop-loss and a take profit level set, calculated according to the volatility of the period.
Objective: INVESTO’s objective is to achieve absolute 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 40
  • Minimum Investment: €2500/$2500
  • Inception Date: JAN. 2015
  • 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
  • Portfolio Regulated by: CySEC

PERFORMANCE ANALYSIS


3 Month:11.08% 6 Month:14.08% YTD:17.76% Since Jan.15:116.36%

The below performances are not actual performances but projections of past performances achieved using a leverage 4 times higher than the actual leverage.

MONTHLY PERFORMANCE SINCE JAN. 2015


MONTHLY PERFORMANCE SINCE JAN. 2015


YEARJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2015 -2.76% -1.84% 13.36% 4.12% 20.08% 7.64% 1.60% -2.44% 1.68% -0.16% 4.2% 5.68% 58.48%
2016 19.80% -5.60% 15.88% 16.24% -2.12% 4.00% -4.96% -6.80% 4.86% 0.48% 11.60% -9.28% 44.28%
20173.52%3.36%-5.64%5.28%2.52%5.48%3.08%4.44%22.19%

Growth Yearly Performance


  • 2015
  • 58.48%
  • 2016
  • 44.28%
  • 2017 (YTD)
  • 22.19%

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 medium-high risk/reward ratio and a long investment horizon.
  • The portfolio can suffer from short term losses and fluctuations.
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This is for retail 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 for AFX Capital Markets Ltd is Gladstonos 116, Kyprianou House, 1st floor, 3032 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. 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.

FX and CFD trading are high risk and may not be suitable for everyone, ensure you fully understand the risks. You may sustain a loss of some or all of your invested capital.You may sustain a loss of some or all of your invested capital

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