Algo – Strategy



ALGO TRADING STRATEGY 

Investment Strategy

The portfolio primarily consists of trading  index futures or cfd s. The positions are actively managed by an algorithm to improve profitability and minimize risk irrespective of market conditions.

Return 2020   22.78%

Return 2021   20.74%

Performance   Year To Date 2022

 Investment Advisor

SwissDirekt AG,  acts as the Investment Advisor and Portfolio Manager. The company has been managing opportunistic, adaptive strategies for many years, with a high percentile relative and absolute compound average rate of return over this timeframe. The founder and partners of SwissDirekt have over 30 years of experience in the financial industry. Their research has created a much deeper understanding of how, why and when markets move. 

Investment Manager

SwissDirekt AG is incorporated as a financial intermediary in Switzerland and is listed in the register of commerce of the canton of Zug. The company is licensed and authorized by SRO PolyReg.

 

Fees and Expenses

Depositary Bank             Bank, Switzerland

Minimum Investment       CHF 1.000.000

Administration Fee          0.5% p.a.

Management Fee           1.5% p.a.

Performance Fee            20% (High Water Mark)

The Algo Strategy is currently offered to individual investors as a managed account strategy for a minimum amount of CHF 1 Million.  

Investors wishing to invest in the Algo Strategy for less than CHF1 million may subscribe to purchase the strategy via an Actively Managed Certificate (AMC) until September 30, 2022, the minimum subscription amount is CHF 200,000.  

Once launched the AMC will charge a 2.0% management fees and 20% performance fee and be available to all investors for a minimum amount of CHF 50,000. 

For more information on the AMC please contact the manager SwissDirekt AG.