Synergy Funds Management. Synergy Financial Markets. Create Your Financial Future by Investing with

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Synergy Funds Management. Synergy Financial Markets. Create Your Financial Future by Investing with"

Transcription

1 Create Your Financial Future by Investing with Synergy Financial Markets Synergy Funds Management Synergy now offers its expertise to the market for the first time through the Synergy Individually Managed Account product. Synergy Financial Markets is a global securities firm specialising in high frequency currency trading, arbitrage and algorithmic trading

2 Synergy Financial Markets is a global securities firm specialising in high frequency currency trading, arbitrage and algorithmic trading. Multi-lingual support staff across the globe for true 24 hour service. In House funds management investment committee. In house software specialists. More than USD$10 billion in currency trading executed over Synergy s platform monthly. Up to 50,000 transactions per day executed. Market leading currency execution service provider across Asia and Europe.

3 Funds Management A focus on innovation, discipline and risk management. Low risk strategies generating high frequency trading that exploits relative mispricing, short term and arbitrage opportunities sourced from the analysis of Synergy s trading universe. The access Synergy enjoys to real time trading data of thousands of traders in its universe, together with our in house high speed trading technology, provides unparalleled ability to build some of the fastest and most sophisticated trading systems found globally. Core Trading Strategies include: Market Making Arbitrage Event Driven Trading Correlation Based Trading Spread and Pairs Trading Long Short (currency portfolio) Trading Investment Committee expertise extends to market pricing, modelling, technology development, risk management and valuation. Synergy Funds Management specialises in market neutral strategies with a strong quantitative focus and limited exposure.

4 Individually Managed Accounts Synergy Financial Markets Pty Ltd is an independent Australian Financial Services provider that focuses primarily on currency management. Synergy is an innovator in the Individually Managed Account space, and the products and services provided by Synergy are of the highest quality. The Synergy Analytic Solution FX Strategy offers an attractive risk/return ratio and a low correlation to traditional investment markets and a high liquidity. Synergy's services are precisely tailored to the aims and needs of our foreign exchange trading clientele. The Synergy Funds Management team combines in depth specialist knowledge, many years of experience in consultancy, client care and asset management for currency mandates. Synergy Financial Markets is fully licensed by the Australian Securities and Investments Commission (ASIC).

5 Synergy Analytic Solution Objective To achieve medium to long-term capital growth by investing in a foreign exchange trading strategy to target an average return to investors of 1 to 5% per Month. The strategy employs a selective investment in spot margin foreign exchange contracts, which aim to deliver consistent returns in, and remove the volatility of, rising and falling markets. Synergy now offers its expertise to the market for the first time through the Synergy Individually Managed Account product. The Synergy Analytic Solution combines the trading expertise of Synergy Financial Markets Investment Committee with a proven proprietary investment process that was developed and tested using a broad group of senior traders and investment staff. During the construction of the algorithms, the simulated strategy return over test period was 35% with volatility of 15%. Target strategy return is 25% per annum with volatility of 15%.

6 Investment Process Economic Indicators Specific economic indicators are tailored to each currency market based on thorough analysis (for example constant review of individual country economic data releases; geo-political environment and changes to it; relative interest rates; commodity prices and their impact on currency markets). The Synergy Analytic Solution (SAS a multi-factor quantitative model) weights economic value factors according to our investment committee method. Rationale: The investment committee first uses this information to form a medium to long term view for relative directional trading. Sentiment Indicators Proprietary momentum indicators over varying time periods; mean reversion indicators; and contrarian indicators - each given a unique weighting. Rationale: Markets trend in herds, past performers tend to be future performers for a period of time. Even if this period is limited to minutes, our algorithmic systems identify opportunities

7 Investment Process 1st Phase Ranking Economic and Momentum Indicators weighted and combined to provide an initial ranking of currency pairs within a universe 2nd Phase Ranking Synergy Analytic Solution (SAS) then applies a discounting formula to certain indicators based on a range of identifiable and quantifiable factors. Screening Economic and Momentum Indicators weighted and combined to provide an initial ranking of currency pairs within a universe.

8 Investment Process Portfolio Construction The process produces individual currency pairs expected to outperform and underperform relative to each other The trade strategy is constructed in terms of selections and weightings so as to maximise the risk return expectation. The SAS model applies weightings at all stages of the portfolio selection and construction process. The edge Synergy provides is in terms of signals and screenings. Synergy utilises technical trading expertise to identify and quantify signals, many of which are not often picked up by the broader market. The Synergy Investment Committee adds a qualitative overlay by interpreting and analysing the signal data. This is used to exclude trades rather than justify inclusion and thus acts as a significant risk control function.

9 Investment Team Christian Dove B. Sc. (Mathematics) Christian is the founder and Managing Director of Synergy Financial Markets and all subsidiaries. Establishing the Synergy concept and philosophy in mid 2011, Christian has managed the formation and growth of all business units. As such he coordinates the funds management arm of Synergy and the trading strategy specifications. With an emphasis on the trading and execution focus of the company, Christian is responsible for the management, expansion and continued development of Synergy s hugely successful trading and execution teams and the integration of these teams with the remainder of the business. Christian also oversees the day-to-day management of Synergy with a focus on training, quality control and risk management. Prior to the founding Synergy, Christian spent over 20 years in the banking and funds management world. He was senior management and Deputy Treasurer of Nomura International Plc in London where he designed the financing modeling of collateral product tri-party repo which is now used by all major banks. Christian then moved to Australia as the Asian-Pacific treasurer of Societe Generale Bank, before becoming the Asian Pacific Treasurer of Hewlett Packard Financial Services. Christian then started his own funds management business and subsequently started, built and sold what became one of Australia s most prominent foreign exchange brokerage houses. Christian has been a market specialist advisor to ASIC (Australian Securities and Investments Commission), and is one of Australia s leading experts in the operation of the retail foreign exchange market place.

10 Investment Team Raynor O Connor Raynor is a Portfolio Manager at Synergy based in London England, joining in During this time she has worked on the development and implementation of market neutral strategies. In her capacity as Portfolio Manager, Raynor s responsibilities include portfolio selection, due diligence, execution and ongoing management of positions. Before joining Synergy, Raynor worked as a corporate fixed income trader and a treasury trader for Nomura International Plc in London. Her tasks included developing and improving models for liquidity management and fixed income financing. Raynor worked at Nomura for over ten years, and with Christian designed and managed the triparty repo business unit, and was responsible for one of the world s largest fixed income financing books. David Reece B. Eng. (Electronic Engineering), M. Eng. (I.T. & T.), M.B.A. David is the Chief Information Officer of Synergy Financial Markets. He is responsible for the development and operation of trading applications and automation systems used worldwide by Synergy. With a background in software engineering, David is responsible for the overall architecture of Synergy s software and systems. With the rare combination of trading expertise and programming expertise, David, ensures that financial algorithms, software and systems are both functional and efficient while contributing to the continual drive towards optimal performance. David oversees the global technology team and partnerships with personnel in Sydney, London, New York, Shanghai and Tokyo. Prior to Synergy Financial Markets, he spent 5 years as a partner level programmer/trader with a global derivatives trading firm.

11 The Synergy Edge Clean and reliable data: Synergy has advanced methods for tracking price, returns, adjustments and volatility over a long period. This ensures accurate and reliable historical information in the initial and continuing ranking phases. Synergy starts with better data than its competitors and takes the data further. Multi Factor proprietary model: (SAS) to rank and re-rank currency pairs into baskets for long and short portfolio construction. Synergy qualitative overlay: Synergy FX s presence in global fx markets allows for the dynamic identification and quantification of a wide range of signals to assist the screening process and identify risk in currency pairs not obvious to the market or to the model. A consistent, repeatable and sustainable approach to quantitative based market neutral portfolio construction. Trader Expertise: A dedicated 24 hour Investment Committee providing a unique insight into markets, order flow and activity. Trading Systems: Designed to execute many thousands of transactions per day with response times as low as 1 millisecond. This expertise is limited to very few firms globally. Best Execution: Synergy, through its execution business can execute instantaneously and with market leading efficiency. Superior Risk Management: Developed from years of managing large scale, complex derivative based proprietary positions in real time across Asia and Europe.

12 As experienced financial product traders, we pride ourselves in focussing on risk management, discipline whilst applying the latest financial innovations to achieve sound returns RISK WARNING: Foreign exchange and derivatives trading carry a high level of risk. Before you decide to trade foreign exchange, we encourage you to consider your investment objectives, your risk tolerance and trading experience. It is possible to lose some or all of your initial investment, so do not invest money that you cannot afford to lose. Seek advice from an independent financial or tax advisor if you have any questions. The FSG and PDS are available upon request. Synergy FX is a registered business name of Synergy Financial Markets Pty Limited. Synergy Financial Markets Pty Ltd is authorised and regulated by ASIC, AFSL number Synergy Financial Markets Pty Ltd

Morningstar Core Equities Portfolio

Morningstar Core Equities Portfolio Morningstar Core Equities Portfolio Managed Portfolio Disclosure Document for members dated 29/02/2016. The Portfolio Manager is Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892). Issued

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement BT Wholesale Core Global Share Fund Issued 24 July 2015 Contents 1 About BT Investment Management (Fund Services) Limited 2 How the BT Wholesale Core Global Share Fund works

More information

About the Alpari companies

About the Alpari companies About the Alpari companies Mission and vision The mission of the Alpari companies is to deliver professional trading services to all clients, both retail and institutional. Our vision is to be recognised

More information

Three Pillar Approach - Getting the most out of commodities

Three Pillar Approach - Getting the most out of commodities Three Pillar Approach - Getting the most out of commodities Contents Investment Strategy Why Invest The Three Pillars Risk & Liquidity Regulation Investor Protection Fund Structure Key Partners Fund Features

More information

Think Huge Investments - Investment Mandate

Think Huge Investments - Investment Mandate Think Huge Investments - Investment Mandate About Think Huge Investments Pty Ltd Think Huge Investments Pty Ltd is an Australian based boutique investment company. Think Huge Investments Pty Ltd is a corporate

More information

Integrity Australian Share Fund

Integrity Australian Share Fund Integrity Australian Share Fund Product Disclosure Statement (PDS) Issued 21 June 2012 Contents 1 About Integrity Investment Management Australia Limited 2 How the Integrity Australian Share Fund works

More information

9 Questions Every Australian Investor Should Ask Before Investing in an Exchange Traded Fund (ETF)

9 Questions Every Australian Investor Should Ask Before Investing in an Exchange Traded Fund (ETF) SPDR ETFs 9 Questions Every Australian Investor Should Ask Before Investing in an Exchange Traded Fund (ETF) 1. What is an ETF? 2. What kinds of ETFs are available? 3. How do ETFs differ from other investment

More information

offering a comprehensive range of investment products and services.

offering a comprehensive range of investment products and services. Linear Investments is a global investment manager offering comprehensive range of Investments is aaglobal investment manager investment products and services Linear offering a comprehensive range of investment

More information

Important Information

Important Information Russell Australian Shares Fund Class C ARSN: 092 807 728 APIR: RIM0015AU 1 June 2015 Important Information Contents 1. About Russell Investment Management Ltd... 2 2. How the Fund works... 2 3. Benefits

More information

Asset Management Portfolio Solutions Disciplined Process. Customized Approach. Risk-Based Strategies.

Asset Management Portfolio Solutions Disciplined Process. Customized Approach. Risk-Based Strategies. INSTITUTIONAL TRUST & CUSTODY Asset Management Portfolio Solutions Disciplined Process. Customized Approach. Risk-Based Strategies. As one of the fastest growing investment managers in the nation, U.S.

More information

AMP Capital Equity Fund. Product Disclosure Statement Platform (Class A units)

AMP Capital Equity Fund. Product Disclosure Statement Platform (Class A units) AMP Capital Equity Fund Product Disclosure Statement Platform (Class A units) Issued 28 August 2012 Issued by AMP Capital Investors Limited ABN 59 001 777 591 AFSL 232497 AMP Capital Equity Fund Issued

More information

State Street Global Equity Fund ARSN 162 547 784 APIR SST0050AU

State Street Global Equity Fund ARSN 162 547 784 APIR SST0050AU Product Disclosure Statement State Street Global Equity Fund ARSN 162 547 784 APIR SST0050AU Issued 6 October 2015 by State Street Global Advisors, Australia Services Limited ABN 16 108 671 441, AFSL 274900

More information

Baring Asset Management A unique investment perspective

Baring Asset Management A unique investment perspective Baring Asset Management A unique investment perspective Delivering excellence Baring Asset Management is one of only a handful of asset managers that has truly global reach. We operate from 10 countries

More information

Magellan Global Fund. Product Disclosure Statement 16 June 2014. Contents. Contact Details ARSN 126 366 961 APIR MGE0001AU

Magellan Global Fund. Product Disclosure Statement 16 June 2014. Contents. Contact Details ARSN 126 366 961 APIR MGE0001AU Magellan Global Fund ARSN 126 366 961 APIR MGE0001AU Product Disclosure Statement 16 June 2014 Issued by Magellan Asset Management Limited ABN 31 120 593 946, AFS Licence No. 304 301 Contents 1. About

More information

BT Balanced Equity Income Fund

BT Balanced Equity Income Fund BT Balanced Equity Income Fund Product Disclosure Statement (PDS) Issued 26 September 2012 Contents 1 About BT Investment Management (RE) Limited 2 How the BT Balanced Equity Income Fund works 3 Benefits

More information

MERCER GLOBAL LOW VOLATILITY SHARES FUND Product Disclosure Statement

MERCER GLOBAL LOW VOLATILITY SHARES FUND Product Disclosure Statement MERCER GLOBAL LOW VOLATILITY SHARES FUND Product Disclosure Statement 1 June 2015 ARSN: 154 973 154 APIR: MIN0083AU Contents Page 1. About Mercer Investments (Australia) Limited 2 2. How the Mercer Global

More information

T. Rowe Price Wholesale Plus Global Equity Fund

T. Rowe Price Wholesale Plus Global Equity Fund T. Rowe Price Wholesale Plus Global Equity Fund Product Disclosure Statement ( PDS ) Issued 10 August 2015 ARSN 602 109 357 APIR BTA0538AU Contents 1. About BT Funds Management Limited 2 2. How the Fund

More information

AMP Capital Equity Fund. Product Disclosure Statement Platform (Class A units)

AMP Capital Equity Fund. Product Disclosure Statement Platform (Class A units) AMP Capital Equity Fund Product Disclosure Statement Platform (Class A units) Issued 20 December 2013 Issued by AMP Capital Funds Management Limited ABN 15 159 557 721 AFSL 426455 AMP Capital Equity Fund

More information

Schroders Investment Risk Group

Schroders Investment Risk Group provides investment management services for a broad spectrum of clients including institutional, retail, private clients and charities. The long term objectives of any investment programme that we implement

More information

Business Foreign Exchange Contracts

Business Foreign Exchange Contracts Business Foreign Exchange Contracts Product Disclosure Statement 1 August 2012 Copyright HSBC Bank Australia Limited ABN 48 006 434 162. 1 August 2012. ALL RIGHTS RESERVED. No part of this publication

More information

Define your goals, we ll do the rest

Define your goals, we ll do the rest SUB-FUNDS OF GOLDMAN SACHS FUNDS, SICAV Define your goals, we ll do the rest The GS Wealthbuilder Multi-Asset Portfolios can help you achieve your goals, whether you are looking to preserve, enhance or

More information

Westpac Active Series

Westpac Active Series Westpac Active Series Other Material Information Underlying Investment Managers 23 May 2016 Specialist funds and underlying investment managers Investments may be held directly or via investment in other

More information

αsuite for asset managers

αsuite for asset managers αsuite for asset managers Understanding your challenges Looking to enhance returns and distribution whilst taking the cost out of your business? BNP Paribas lets you concentrate on your core activities,

More information

Foreign Exchange Trading Managers

Foreign Exchange Trading Managers Foreign Exchange Trading Managers Quantum Leap Capital (abbreviated as QLC ) is a Forex Trading Manager which focuses on trading worldwide foreign currencies on behalf of institutions, corporates and individual

More information

FIDUCIAN AUSTRALIAN SHARES FUND

FIDUCIAN AUSTRALIAN SHARES FUND PRODUCT DISCLOSURE STATEMENT FIDUCIAN AUSTRALIAN SHARES FUND ARSN 093 542 271 2 MARCH 2015 This Product Disclosure Statement (PDS) provides a summary of significant information about the Fiducian Australian

More information

FIDUCIAN TECHNOLOGY FUND

FIDUCIAN TECHNOLOGY FUND PRODUCT DISCLOSURE STATEMENT FIDUCIAN TECHNOLOGY FUND ARSN 093 544 337 2 MARCH 2015 This Product Disclosure Statement (PDS) provides a summary of significant information about the Fiducian Technology Fund

More information

Forex Capital Trading Pty Ltd. does not make any recommendations on the validity of any financial product referred to in this advertisement, emails

Forex Capital Trading Pty Ltd. does not make any recommendations on the validity of any financial product referred to in this advertisement, emails Forex Capital Trading Pty Ltd. does not make any recommendations on the validity of any financial product referred to in this advertisement, emails or its related websites and the information enclosed

More information

KVB Kunlun Financial Services Guide

KVB Kunlun Financial Services Guide Issued By: KVB Kunlun Pty Limited Last Update: 15 January 2015 KVB Kunlun Financial Services Guide www.kvbkunlun.com 1 FINANCIAL SERVICES GUIDE T F G F G important information and is designed to assist

More information

SEI Japan Equity Fund As at 30th June, 2009

SEI Japan Equity Fund As at 30th June, 2009 Benchmark TOPIX Base Currency JPY Currencies Available EUR, GBP Fund Complex SEI Global Assets Fund PLC SEI Japan Equity Fund As at 30th June, 2009 SEI MANAGER OF MANAGERS PHILOSOPHY SEI employs a sophisticated

More information

Solutions Platform & Due Diligence Executing from the foundation of strategic asset allocation

Solutions Platform & Due Diligence Executing from the foundation of strategic asset allocation Solutions Platform & Due Diligence Executing from the foundation of strategic asset allocation We emphasize a thorough, disciplined process designed to identify and monitor what we believe to be the best

More information

MERCER GLOBAL CREDIT FUND Product Disclosure Statement

MERCER GLOBAL CREDIT FUND Product Disclosure Statement MERCER GLOBAL CREDIT FUND Product Disclosure Statement 1 June 2015 ARSN: 141 046 282 APIR: MIN0032AU Contents Page 1. About Mercer Investments (Australia) Limited 2 2. How the Mercer Global Credit Fund

More information

Product Disclosure Statement (PDS) Issued 12 September 2014

Product Disclosure Statement (PDS) Issued 12 September 2014 Product Disclosure Statement (PDS) Issued 12 September 2014 Nikko AM-Tyndall Australian Share Wholesale Fund Contents 1 About Nikko Asset Management Australia Limited 2 How the Nikko AM-Tyndall Australian

More information

Schroders Schroder Global Blend Fund

Schroders Schroder Global Blend Fund Schroders Schroder Global Blend Fund Product Disclosure Statement Issued 27 October 2014 Contact details Schroder Investment Management Australia Limited (ABN 22 000 443 274) (AFSL No: 226 473) Registered

More information

Premium Investment Funds Investment Managers current as at 20 November 2015

Premium Investment Funds Investment Managers current as at 20 November 2015 Premium Investment Funds Investment Managers current as at 20 November 2015 The Premium Investment Funds are funds offered within the BT Private Selection unit trust (the Unit Trust ) by BT Funds Management

More information

Comprehensive Fixed Income Solutions

Comprehensive Fixed Income Solutions Comprehensive Fixed Income Solutions for Institutional Investors June 2015 The document is intended for institutional investors and investment professionals only and should not be distributed to or relied

More information

Portfolio Management Consultants Perfecting the Portfolio

Portfolio Management Consultants Perfecting the Portfolio Portfolio Management Consultants Perfecting the Portfolio Envestnet PMC is the ultimate advisor to the advisor. Our goal is to help advisors strengthen relationships with their clients and improve outcomes

More information

Russell Funds Russell Tax Exempt Bond Fund Money Manager and Russell Overview September 2015

Russell Funds Russell Tax Exempt Bond Fund Money Manager and Russell Overview September 2015 Money Manager and Russell Overview September 2015 Russell s investment approach Russell uses a multi-asset approach to investing, combining asset allocation, manager selection and ongoing portfolio management

More information

Capability Statement

Capability Statement Capability Statement Experience DTZ Investors is a specialist real estate investment manager, part of a group that has been devoted to the sector for more than 225 years. This depth of property experience

More information

Closed to new investors

Closed to new investors Managed Investment Funds Product Disclosure Statement A range of funds that allows you to create an investment portfolio that suits your individual needs This is a combined Financial Services Guide and

More information

FxPro Education. Introduction to FX markets

FxPro Education. Introduction to FX markets FxPro Education Within any economy, consumers and businesses use currency as a medium of exchange. In the UK, pound sterling is the national currency, while in the United States it is the US dollar. Modern

More information

Understanding investment concepts Version 5.0

Understanding investment concepts Version 5.0 Understanding investment concepts Version 5.0 This document provides some additional information about the investment concepts discussed in the SOA so that you can understand the benefits of the strategies

More information

Active Currency Trading Model Product Guide for Individually Managed Discretionary Accounts (MDA)

Active Currency Trading Model Product Guide for Individually Managed Discretionary Accounts (MDA) Active Currency Trading Model Product Guide for Individually Managed Discretionary Accounts (MDA) A high growth alternative investment for private and institutional investors wanting exposure to macro

More information

Preserve Wealth Harvest income Balance your Portfolio

Preserve Wealth Harvest income Balance your Portfolio Preserve Wealth Harvest income Balance your Portfolio L eaders in Yield and Income Our commitment to superior client service, and our consistent record of outperforming the major bond indices in both bull

More information

Discretionary Wealth Management

Discretionary Wealth Management Discretionary Wealth Management Specialist, Focused, Committed Using experience and expertise to invest for your future Contents 1 The practical importance of wisdom 2 Introduction to Discretionary Wealth

More information

ADVANCE INTERNATIONAL SHARES MULTI-BLEND FUND Product Disclosure Statement (PDS)

ADVANCE INTERNATIONAL SHARES MULTI-BLEND FUND Product Disclosure Statement (PDS) ADVANCE INTERNATIONAL SHARES MULTI-BLEND FUND Product Disclosure Statement (PDS) Issued: 1 July 2015 ARSN 087 295 501 APIR ADV0053AU Contents 1. About Advance Asset Management Limited... 2 2. How the Fund

More information

Direct FX Trading Pty Ltd (We, us, or our) would to thank you for your interest in Direct FX Trading Pty Ltd ( Direct FX )

Direct FX Trading Pty Ltd (We, us, or our) would to thank you for your interest in Direct FX Trading Pty Ltd ( Direct FX ) DIRECT FX Trading Pty Ltd Level 2 19-21 Hunter Street Sydney, NSW 2000, Australia Phone: +61 2 9435-4401 Fax: +61 2 8246-6673 Direct FX Trading Pty Ltd (We, us, or our) would to thank you for your interest

More information

ForexPrince : FXP Liquidity Ltd. Reg.No.9568035, 20-22,Wenlock Road, London N1 7GU. Tel : + 44 203 8088959 Email : support@forexprince.

ForexPrince : FXP Liquidity Ltd. Reg.No.9568035, 20-22,Wenlock Road, London N1 7GU. Tel : + 44 203 8088959 Email : support@forexprince. ForexPrince : FXP Liquidity Ltd. Reg.No.9568035, 20-22,Wenlock Road, London N1 7GU. Tel : + 44 203 8088959 Email : support@forexprince.com A Broker on Your Side Forex Prince is a true No-Dealing-Desk broker

More information

Deliverable Foreign Exchange & International Payment Services

Deliverable Foreign Exchange & International Payment Services Deliverable Foreign Exchange & International Payment Services Welcome Valbury Capital is a specialist brokerage, offering a wide range of services including a global payment and foreign exchange service.

More information

Ausbil Investment Trusts Australian Active Equity Fund

Ausbil Investment Trusts Australian Active Equity Fund Contactus@ ausbil.com.au Ausbil Investment Trusts Australian Active Equity Fund Product Disclosure Statement 18 December 2014 ARSN 089 996 127 APIR AAP 010 3AU mfund AXW01 Commenced April 1997 Issue Number

More information

WELCOME TO FXDD S RANGE & TARGET OPTIONS STRATEGY GUIDE

WELCOME TO FXDD S RANGE & TARGET OPTIONS STRATEGY GUIDE GLOBAL INTRODUCTION WELCOME TO FXDD S RANGE & TARGET OPTIONS STRATEGY GUIDE Range & target options strategies are options strategies that are designed to help traders profi t when the underlying exchange

More information

Managed Forex Funds. Managed Foreign Exchange Funds. Solutions that Investors want! Current and Past Performance

Managed Forex Funds. Managed Foreign Exchange Funds. Solutions that Investors want! Current and Past Performance Mediatrix Capital, Inc. Managed FX Funds The following is our prospectus for the Mediatrix Capital Inc s Managed Account Foreign Exchange Funds. This information is for QUALIFIED and ACCREDITED INVESTORS

More information

Australian Share Fund Class A Units

Australian Share Fund Class A Units Australian Share Fund Class A Units Product Disclosure Statement 21 October 2013 Table of Contents 1 About Ellerston Capital Limited 2 How the Ellerston Australian Share Fund works 3 Benefits of Investing

More information

ALFA FINANCIAL L.L.C. Licensed and Regulated by the Central Bank of the U.A.E.

ALFA FINANCIAL L.L.C. Licensed and Regulated by the Central Bank of the U.A.E. ALFA FINANCIAL L.L.C Licensed and Regulated by the Central Bank of the U.A.E. Making a world of trading opportunities accessible to you ALFA Financial L.L.C was set up to give portfolio, how to control

More information

Separately managed accounts

Separately managed accounts FOR INSTITUTIONAL/WHOLESALE/PROFESSIONAL CLIENTS AND QUALIFIED INVESTORS ONLY - NOT FOR RETAIL USE OR DISTRIBUTION Separately managed accounts A J.P. Morgan Global Liquidity solution Separately managed

More information

The 7 Key Features of Trend Following

The 7 Key Features of Trend Following The 7 Key Features of Trend Following The Altegris strategy series July 2009 Managed Futures: The Low Correlation Advantage Trend following in managed futures offers suitable investors a flexible, highly

More information

Exchange Traded Funds. Plain Talk Library

Exchange Traded Funds. Plain Talk Library Plain Talk Library Contents What is indexing? 2 ETFs 2 How do ETFs work? 3 ETFs - Fees and Costs 4 How can you invest in ETFs? 6 Participants in the ETF market 9 What are the benefits of ETFs? 10 Risk

More information

Investment Banking. Nature of operations

Investment Banking. Nature of operations Investment Banking Nature of operations Raiffeisenbank s investment banking operations are directed towards local bond issuances and placement, loan syndications arrangement, and the provision of consulting

More information

Whitehaven Equity Income Fund

Whitehaven Equity Income Fund Whitehaven Equity Income Fund ARSN: 166 733 133 Product Disclosure Statement Dated 6 January 2014 Whitehaven Private Portfolios Ltd Investment Manager and Responsible Entity ABN 64 109 808 577; AFSL 300878

More information

BARING ASSET MANAGEMENT CORPORATE BROCHURE

BARING ASSET MANAGEMENT CORPORATE BROCHURE BARING ASSET MANAGEMENT CORPORATE BROCHURE San Francisco Toronto Boston London Paris Frankfurt Geneva Dubai Hong Kong Seoul Tokyo Taipei Kaohsiung 250 YEARS OF OPEN MINDS AND UNCOMMON PERSPECTIVES. The

More information

AN INTRODUCTION TO MONEY MARKET FUNDS. Northern Trust Global Investments

AN INTRODUCTION TO MONEY MARKET FUNDS. Northern Trust Global Investments AN INTRODUCTION TO MONEY MARKET FUNDS Northern Trust Global Investments AN INTRODUCTION TO MONEY MARKET FUNDS Northern Trust Global Investments Northern Trust Global Investments (NTGI), the asset management

More information

Be - Briefed CFDs. David Land

Be - Briefed CFDs. David Land Be - Briefed CFDs David Land CMC M arkets 201 Australian Disclaimer This presentation is introductory in Information about CMC Markets services, nature. It provides a high level overview including our

More information

INDUSTRY LEADING DERIVATIVES EXPERTS. www.insightcapitalstrategies.com Tel: 0141 375 1246

INDUSTRY LEADING DERIVATIVES EXPERTS. www.insightcapitalstrategies.com Tel: 0141 375 1246 INDUSTRY LEADING DERIVATIVES EXPERTS www.insightcapitalstrategies.com Tel: 0141 375 1246 Insight specialises in generating tax-free capital growth by investing client funds using spread betting platforms

More information

WELCOME TO FXDD S BULLISH OPTIONS STRATEGY GUIDE

WELCOME TO FXDD S BULLISH OPTIONS STRATEGY GUIDE GLOBAL INTRODUCTION WELCOME TO FXDD S BULLISH OPTIONS STRATEGY GUIDE A bullish options strategy is one of the most common starting points for options trading beginners. Bullish options strategies are designed

More information

Disclosure Document Morningstar High Growth Portfolio

Disclosure Document Morningstar High Growth Portfolio Disclosure Document Morningstar High Growth Portfolio Managed Portfolio Disclosure Document for investors investing through the IDPS operated by HUB24 Custodial Services Ltd (HUB24) dated 1 December 2015,

More information

THE ORBITEX DIFFERENCE

THE ORBITEX DIFFERENCE ORBITEX CREATES FINANCIAL SOLUTIONS FOR DISCERNING CLIENTS ORBITEX Financial Services Group is a financial services firm providing clients worldwide with a full range of investment opportunities, including

More information

FINANCIAL SERVICES GUIDE

FINANCIAL SERVICES GUIDE Money Conversation Pty Ltd [ACN: 153 560 000] Level 1, 2 Miami Key BROADBEACH WATERS QLD 4218 Phone: 07 3103 0214 Fax: 07 5555 8555 Email: members@moneyconversation.com Website: www.moneyconversation.com

More information

Schneider. Foreign Exchange. BBI Finance is an introductory broker of Schneider Foreign Exchange Ltd.

Schneider. Foreign Exchange. BBI Finance is an introductory broker of Schneider Foreign Exchange Ltd. Schneider 2009 Foreign Exchange Understanding and managing currency exposure in times of volatility. Helping to maximize returns through intelligent use of FX. BBI Finance is an introductory broker of

More information

Investment Philosophy

Investment Philosophy Investment Philosophy Our unique approach to investment management puts you at the heart of everything we do Wealth and Investment Management Discover a new side to your personality: your investment self

More information

new international personal share portfolio

new international personal share portfolio new international personal share portfolio Your opportunity to own a custom-built share portfolio of internationally listed securities wealth Whilst the Johannesburg Stock Exchange is the largest stock

More information

Innovation Insight Investment

Innovation Insight Investment Innovation Insight Investment Innovation Insight Investment KVB Kunlun KVB Kunlun is an international financial services corporation with operations in Auckland, Sydney, Melbourne, Toronto, Beijing and

More information

Bonds. Advanced Fixed Income: designed to profit from market inefficiencies under risk constraints

Bonds. Advanced Fixed Income: designed to profit from market inefficiencies under risk constraints Bonds Advanced Fixed Income: designed to profit from market inefficiencies under risk constraints 24 UPDATE III/2015 BONDS AUTHORS: MAXENCE MORMÈDE & YANN NETO The historically low-yield environment challenges

More information

BT Wholesale Multi-manager Australian Shares Fund

BT Wholesale Multi-manager Australian Shares Fund BT Wholesale Multi-manager Australian Shares Fund Product Disclosure Statement ( PDS ) Issued 1 July 2015 ARSN 118 469 720 APIR BTA0259AU Contents 1. About BT Funds Management Limited 2 2. How the Fund

More information

Dimensional Short Term Fixed Interest Trust

Dimensional Short Term Fixed Interest Trust Dimensional Short Term Fixed Interest Trust PRODUCT DISCLOSURE STATEMENT Issued by DFA Australia Limited ( Dimensional ) ABN 46 065 937 671 APIR DFA0100AU Australian Financial Services Licence number:

More information

ALPHA DAY MANAGED ACCOUNT

ALPHA DAY MANAGED ACCOUNT ALPHA DAY MANAGED ACCOUNT About Us Logic Investments is an independent advisor providing stockbroking and investment management services to private investors, pension trusts and corporations. Our approach

More information

COMMERCIAL BANK. Moody s Analytics Solutions for the Commercial Bank

COMMERCIAL BANK. Moody s Analytics Solutions for the Commercial Bank COMMERCIAL BANK Moody s Analytics Solutions for the Commercial Bank Moody s Analytics Solutions for the Commercial Bank CATERING TO ALL DIVISIONS OF YOUR ORGANIZATION The Moody s name is synonymous with

More information

UBS Diversified Fixed Income Fund Product Disclosure Statement

UBS Diversified Fixed Income Fund Product Disclosure Statement 12 October 2015 UBS Diversified Fixed Income Fund Product Disclosure Statement Issue No. 3 ARSN: 090 428 372 APIR: SBC0007AU MFUND: UAM06 Issued by UBS Global Asset Management (Australia) Ltd ABN 31 003

More information

T: +44 (0) 207 881 2544 E: support@quantumims.com W: www.dmmup.com/qmfx. Multi-Manager Foreign Exchange Fund

T: +44 (0) 207 881 2544 E: support@quantumims.com W: www.dmmup.com/qmfx. Multi-Manager Foreign Exchange Fund Multi-Manager Foreign Exchange Fund 01 The Ballybunion Quantum Managed FX Fund is a multi-manager UCITS investment vehicle that focuses on trading the worldwide currency markets. We pride ourselves on

More information

Vanguard High Growth Index Fund

Vanguard High Growth Index Fund Product Disclosure Statement 28 August 2013 Vanguard High Growth Index Fund This Product Disclosure Statement (PDS) is issued by Vanguard Investments Australia Ltd ABN 72 072 881 086 AFSL 227 263 (Vanguard,

More information

WESLEYAN INVESTMENT PORTFOLIOS UNIT TRUSTS AND ISAS

WESLEYAN INVESTMENT PORTFOLIOS UNIT TRUSTS AND ISAS WESLEYAN INVESTMENT PORTFOLIOS UNIT TRUSTS AND ISAS 02 WESLEYAN INVESTMENT PORTFOLIOS UNIT TRUSTS AND ISAS There are thousands of investment funds available in the UK, so you may find the selection process

More information

Investment management. Tailor-made investment solutions

Investment management. Tailor-made investment solutions Investment management Tailor-made investment solutions ABOUT US Tilney Bestinvest is a leading investment and financial planning firm that builds on a heritage of more than 150 years. We look after more

More information

British heritage, Swiss know-how

British heritage, Swiss know-how British heritage, Swiss know-how Barclays recent awards Best Private Bank Client Service Highly Commended Foreign Private Bank External Asset Manager Platform Best Overall Private Bank - UK 2016 2016 2015

More information

FINANCIAL SERVICES GUIDE

FINANCIAL SERVICES GUIDE FINANCIAL SERVICES GUIDE VERSION 3.1 15 th September 2015 1 of 10 Table of Contents 1. Issue Date... 3 2. Purpose and Contents of this FSG... 3 3. Name of Service Provider and Contact Details... 3 4. Australian

More information

INDEX SERIES FTSE PUBLICATIONS. FTSE ETF Issuer Services.

INDEX SERIES FTSE PUBLICATIONS. FTSE ETF Issuer Services. INDEX SERIES FTSE PUBLICATIONS FTSE ETF Issuer Services. BEIJING BOSTON DUBAI HONG KONG LONDON MILAN MUMBAI NEW YORK PARIS SAN FRANCISCO SHANGHAI SYDNEY TOKYO FTSE FTSE Group ( FTSE ) is a world-leader

More information

Partnerships you can depend on

Partnerships you can depend on Introducers Partnerships you can depend on There s more than one way to profit from forex. At FxPro we ve made it our business to offer clients and partners every opportunity to benefit from the world

More information

Score. Stifel CONQUEST Portfolios. Research-Driven Portfolios PORTFOLIO STRATEGY EXCHANGE TRADED FUNDS. Ease of Diversification

Score. Stifel CONQUEST Portfolios. Research-Driven Portfolios PORTFOLIO STRATEGY EXCHANGE TRADED FUNDS. Ease of Diversification Stifel CONQUEST Portfolios PORTFOLIO STRATEGY The Washington Crossing Advisors Stifel CONQUEST Portfolios seek to add value by actively allocating assets among U.S. equities, bonds, commodities, and foreign

More information

Macquarie Index Tracking Global Bond Fund Product Disclosure Statement

Macquarie Index Tracking Global Bond Fund Product Disclosure Statement Macquarie Index Tracking Global Bond Fund Investment Management 4 July 206 Macquarie Index Tracking Global Bond Fund Product Disclosure Statement Contents. About Macquarie Investment Management Australia

More information

IBFX AUSTRALIA PTY LTD Financial Services Guide ( FSG )

IBFX AUSTRALIA PTY LTD Financial Services Guide ( FSG ) IBFX AUSTRALIA PTY LTD Financial Services Guide ( FSG ) Last Updated: May 15, 2013 IBFX Australia Pty Ltd Financial Services Guide Page 1 Financial Services Guide Purpose of this Financial Services Guide

More information

Financial Services Guide

Financial Services Guide Financial Services Guide AETOS Capital Group Pty. Ltd. 12 January, 2016 V20160112 AETOS Capital Group Pty Ltd, ACN 125 113 117 Address: Website: www.aetoscg.com Phone: +61 (2) 9929 2100 Fax: +61 (2) 9929

More information

APT Integrated risk management for the buy-side

APT Integrated risk management for the buy-side APT Integrated risk management for the buy-side SUNGARD S APT: INTEGRATED RISK MANAGEMENT FOR THE BUY-SIDE SunGard APT helps your business to effectively monitor and manage its investment risks. Whatever

More information

MANAGED PORTFOLIO SERVICE

MANAGED PORTFOLIO SERVICE When clients select our Managed Portfolio Service they expect us to take care of their wealth. Over the past decade we have been proactive and innovative in expanding our offering to meet the evolving

More information

Prospectus Socially Responsible Funds

Prospectus Socially Responsible Funds Prospectus Socially Responsible Funds Calvert Social Investment Fund (CSIF) Balanced Portfolio Equity Portfolio Enhanced Equity Portfolio Bond Portfolio Money Market Portfolio Calvert Social Index Fund

More information

T: +44 (0) 207 881 2544 E: support@quantumwms.co.uk W: www.dmmup.com/qmfx. Multi-Manager Foreign Exchange Fund

T: +44 (0) 207 881 2544 E: support@quantumwms.co.uk W: www.dmmup.com/qmfx. Multi-Manager Foreign Exchange Fund Multi-Manager Foreign Exchange Fund 01 The Quantum Managed FX Fund is a multi-manager UCITS investment vehicle that focuses on trading the worldwide currency markets. At Quantum, we pride ourselves on

More information

Important changes to the St. James s Place range of investment funds

Important changes to the St. James s Place range of investment funds Important changes to the St. James s Place range of investment funds April 2014 Important changes to the St. James s Place range of investment funds April 2014 As a client of St. James s Place, you understand

More information

Investment Education Series

Investment Education Series Investment Education Series Types of Investment Funds Introduction Investment fund basically refers to a pool of funds, but our focus in this edition of GTBAM education series is to highlight the features,

More information

Research Report The Emerging Role of News Feeds for Algorithmic Trading & Advanced Decision Support

Research Report The Emerging Role of News Feeds for Algorithmic Trading & Advanced Decision Support Research Report The Emerging Role of News Feeds for Attitudes and Expectations June 2008 RESEARCHED AND WRITTEN By: Commissioned by: Table of Contents Executive Summary... 3 About the Research Study...

More information

MACKENZIE PRIVATE WEALTH COUNSEL

MACKENZIE PRIVATE WEALTH COUNSEL MACKENZIE PRIVATE WEALTH COUNSEL PORTFOLIO ARCHITECTURE SERVICE INVESTMENT PHILOSOPHY Mackenzie Private Wealth Counsel Portfolio Architecture Service Investment Philosophy THE IMPORTANCE OF ASSET ALLOCATION

More information

ADVANCE AUSTRALIAN SHARES MULTI-BLEND FUND Product Disclosure Statement (PDS)

ADVANCE AUSTRALIAN SHARES MULTI-BLEND FUND Product Disclosure Statement (PDS) ADVANCE AUSTRALIAN SHARES MULTI-BLEND FUND Product Disclosure Statement (PDS) Issued: 1 July 2015 ARSN 087 296 008 APIR ADV0045AU Contents 1. About Advance Asset Management Limited... 2 2. How the Fund

More information

THE COLLECTIVES PORTFOLIO SERVICE MADE FOR YOU

THE COLLECTIVES PORTFOLIO SERVICE MADE FOR YOU THE COLLECTIVES PORTFOLIO SERVICE MADE FOR YOU THE COLLECTIVES PORTFOLIO SERVICE The Collectives Portfolio Service (CPS) is a discretionary investment management service, which invests solely in funds

More information

DMM FX CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT

DMM FX CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT DMM FX CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT DMM FX Australia Pty Limited ACN 160 659 290 AFSL 437734 Issue Date: 7 November 2015 Version 2.0 Table of Contents Section 1 Important Information

More information