SMILe Global Management Limited : SMILe Managed Currency Account (JD Standard)

Summary

The managed currency account is an individual trading account which is managed to provide attractive returns with a risk strategy aimed at reducing volatility to the global currency markets.

Investment Strategy

Investment Universe

The managed product is constructed pre-dominantly from USD, GBP and EUR currency pairings with AUD, CAD, JPY, NZD & CHF.

Investment Team

The investment team is a highly specialised team with a combined experience of over 60 years in the FX markets. The team members who form this team are professional motivated individuals with a strong belief in the managed account programme. The team members have all worked within the financial services industry for many years.

Research

The investment team conducts research using its own procedures and methodology with the main focus of identifying strategies that are able to produce consistent returns over time. The manager’s research process contains both quantitative and qualitative elements.

Portfolio construction

The portfolio targets a return of 25% per annum with minimal volatility over the medium to longer term. The target return is the aim of the investment team and it does not constitute a guarantee. The managed account may use derivatives and currency hedges if required to ensure minimal exposure and risks.

Risk Management

Risks are calculated on each individual trade and follow a determined strategy to reduce exposure and account drawdown to a minimum.

NOTE: Trading performance is based on an account of 250,000. Performance can vary depending on the underlying broker due to spreads, commissions and execution costs.NOTE: account based on client account starting at 250,000. All figures are gross of performance fee and management charge. Net of dealing costs.