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Alternative investments for 

high-net-worth & sophisticated investors.

PRACTICE AREAS

What We Do

Using derivatives, we offer a fully managed discretionary trading service for commodities, currencies and indices to high-net-worth-individuals (HNWI) and self-certified sophisticated investors.

 

With over a decade of experience in trading financial derivatives, we use our proprietary algorithms to analyse trading patterns and identify opportunities in the market whilst carefully managing risk.

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Our trading strategies are capable of capitalising on both rising and falling markets, enabling a broader range of opportunities compared to traditional buy-and-hold investing.

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IMPORTANT: Past performance is not a reliable guide to future performance. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Investment 

Overview

Launch Date

January 2017

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Compound Annual Growth Rate (CAGR)

33.7% (since launch)

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Minimum Initial Investment

£25,000

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Capital at Risk

25%

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Investment Term

No minimum term

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Recommended Investment Term

3 years (or more)

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Fee Structure

No entry, exit or management fees

Performance fees range from 20% - 30%

Performance Overview

Last Month (September 2024)
+0.0%

Year To Date (2024)
-6.3%

Previous Year (2023)
+11.7%

Compound Annual Growth Rate  (CAGR)
+33.7%

PRACTICE AREAS

Intended
Investor

This investment is only available to High-Net-Worth-Individuals (HNWI) and Self-Certified Sophisticated Investors.

 

High-Net-Worth-Individuals (HNWI) must have:

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  • income of at least £170,000 in the last financial year; or

  • net assets of at least £430,000 throughout the last financial year (excluding permanent residence). 

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Self-Certified Sophisticated Investors must have:

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  • been a director of a company turning over at least £1.6m within the last 2 years; or

  • been a member of a network or syndicate of business angels for at least 6 months; or

  • worked in the past two years in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises. 

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This investment is designed for investors who would like returns subject to capital growth and not income and grow their money over the medium term (3 years or more).

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

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