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Forex Managed Accounts

Forex Capital Group

Snapshot Report

Tactical Global Diversified FX
Statistics Calculated from: 1-2000 to 9-2004

General

Statistics

From 1-2000 to 9-2004

Minimum Account

$100,000

Annualized Return

42.19

Manage-
ment Fee

1%

Maximum Drawdown

(2.89)

Incentive
Fee

10%

Margin/
Equity

3 to 10 times assets

Round-turns
per Million

3,000-20,000.

(There are no commi-ssions
in forex trading)

 

 

 

 

 

 

 

 

 

 

Program Description

PREMISE: The FXCG Managed FX Program is built on the understanding that inefficiencies can regularly be found in the pricing of currencies in the foreign exchange markets.

LIQUIDITY: The International Forex or FX market is the largest in the world, accounting for approximately $2 trillion in transactions per day. In part due to the tremendous liquidity, the cost of transactions is significantly less than that found in the equity or futures markets.

OPPORTUNITY : The relationship each country’s currency holds in relative value to that of other countries is constantly fluctuating in response to the balance of trade, current accounts, interest rates, governmental policies and more. Inefficiencies occur as major banks, governments and institutions open or liquidate positions in particular foreign currencies causing waves in the global markets.

RISK MANAGEMENT: Since currency markets trade 24 hours per day the gaps in pricing and overnight market risk do not occur as readily as those seen in equity and bond markets. The interaction of large banks and multinational corporations help support smooth transitions in the price trend of currencies. Though there are never guarantees against loss, support tools for risk reduction are more advanced in the currency markets than in most other markets.

Design

  • The FXCG Managed FX Program brings together a team of experienced foreign currency traders and managers who employ a variety of strategies. Managers are combined based on their system or strategy as well as their time horizon in an effort to achieve strong returns with minimum relative risk.

  • Some strategies are systematic, in that advanced computer models largely direct trading decisions. Most systematic traders use proprietary algorithms that incorporate some form of technical analysis to identify low risk, high reward trading opportunities.

  • Other managers use their specialized knowledge in a few specific currencies to identify opportunities.

  • Through the use of this multiple manager or sub-adviser model, Tactical is able to offer clients the simplicity of a single account with the benefits of institutional-quality diversification.

Goals

  • To target net absolute returns of 18-24% or more annually


  • To target losses of no greater than 5%

  • To seek volatility that is half that of the S&P 500

Suitability

  • Investors who seek absolute performance returns, not relative to a benchmark or index.

  • Investors seeking investments not correlated with stocks, bonds or real estate.

  • Investors who prefer paying for performance, rather than for loads.

  • Investors who prefer investment liquidity.

  • Investors who fully understand and appreciate the risks associated with alternative investments.

  • Investors seeking greater transparency in their investments.

 Account Requirements

  • $100,000 minimum investment (smaller amounts available through Wasatch Capital Investment Group’s pooled account)

  • Account Opening Documents (including a copy of valid photo ID)

  • Signed Copy of Additional Required Documents

  • Signed Copy of Tactical Asset Management Disclosure Documents

  • Signed Copy of each page of Client’s Entire Account Application


Forex trading involves significant risks and is not suitable for everyone. No investment should be made into this program without complete review of Due Diligence documents to insure a comprehensive understanding of the risks associated with this particular program. It is highly recommended that you confer with an investment professional prior to investing. The potential for significant risk does exist in foreign currency investing.

Drawdown Analysis

Drawdown Analysis

Magnitude

Length

Recovery

Peak

Valley

(2.89)

1

2

Nov-2003

Dec-2003

(1.83)

1

1

May-2004

Jun-2004

(1.05)

1

1

Feb-2000

Mar-2000

(0.95)

1

1

May-2001

Jun-2001

(0.69)

1

1

Jul-2001

Aug-2001

(0.03)

1

1

May-2000

Jun-2000


Consecutive Gains

Consecutive Losses

Run-up

Length

Start Date

End Date

Run-down

Length

Start Date

End Date

195.18

27

Sep-2001

Nov-2003

(2.89)

1

Dec-2003

Dec-2003

35.24

11

Jul-2000

May-2001

(1.83)

1

Jun-2004

Jun-2004

14.99

5

Jan-2004

May-2004

(1.05)

1

Mar-2000

Mar-2000

8.14

3

Jul-2004

Sep-2004

(0.95)

1

Jun-2001

Jun-2001

6.34

2

Jan-2000

Feb-2000

(0.69)

1

Aug-2001

Aug-2001

5.19

2

Apr-2000

May-2000

(0.03)

1

Jun-2000

Jun-2000

3.31

1

Jul-2001

Jul-2001

 

 

 

 

*Risk Disclaimer: Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent
financial advisor if you have any doubts.

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