Guide on how to invest with Steady Capture Strategy for International Clients
Steady Capture Strategy Statistics
Total Gross Growth Since Inception
Strategy Inception Date
Compounded Annual Growth Rate
Maximum Historic Drawdown
Well done! You’ve made a wise decision in seeking an investment in Steady Capture.
There are thousands of investors just like you across the globe who are aggressively building wealth for themselves and their families by following our traders and we look forward to welcoming you into the community and helping you change your life for the better.
So what's a managed account?
By participating in the managed account you are effectively allocating capital to Steady Capture to trade on your behalf. We then split the profits generated on a 30/70 basis (you keep 70%). There are no entry or exit fees and the funds remain in your name at our regulated executing broker, AxiTrader.
How much does it cost?
We only charge a 30% performance fee on a highwatermark basis. There is no management fee, broker markup, entry or exit fee. You are only charged a fee if you actually make money. The high watermark calculation creates a scenario where you are charged a performance fee once your balance has exceeded the previous highest point. For example:
|Date||1st of Jan||1st of Feb||1st of Mar||1st of Apr|
|Net Asset Value (NAV)||$100,000||$110,000||$105,000||$117,000|
|Profit / Loss||-||$10,000||-$2,000||$12,000|
|NAV After Performance Fee||$100,000||$107,000||$105,000||$114,000|
The above example uses the accounts equity amount, not the balance.
How does it work?
Once you've made the decision to invest in the managed account all you need to do is fill out the relevant application forms, sign a limited power of attorney (LPOA) allowing us to trade on your behalf and fund your account. You will then receive a daily statement via email with details on your accounts trading activity.
How do I join?
If you want to invest with Steady Capture then you've got 2 options:
The first option is the most straightforward. Here you have the option to invest in a single managed account following Steady Capture at Mt Cook Financial at an exposure of 1:1. Meaning if the trader makes or loses 2% (as an example), you’ll get near identical performance on your account (less any performance fees).
Details on the trading activity on your account are delivered directly to your inbox each day so you can track the performance of your investment.
The second option is for investors that prefer to diversify their investment across 3 of our strategies at once (Steady Capture, Killimanjaro and Smart2) under a regulated managed account structure. We run an ASIC regulated sister company, Think Huge Investments, that offers a portfolio strategy known as FX Fusion. This blend of the three traders listed above, is carefully balanced to deliver our clients with the best risk adjusted returns possible.
FX Fusion offers the same level of transparency with details on the trading activity on your account is delivered directly to your inbox each day so you can track the performance of your investment.
Got more questions about Managed Accounts?