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Synthex Portfolio
System Summary
Synthex is aptly named for its synthesis of diverse trading systems. This strategic blend operates in Forex and Gold markets, providing a versatile investment solution that optimizes returns while adeptly managing risk. It captures unique opportunities in these dynamic sectors, offering investors a well-balanced and resilient portfolio experience. |
Key Highlights
- Synthex offers a well-balanced blend of trading systems, spreading risk across various strategies and markets.
- Leveraging both the Forex and Gold markets, Synthex taps into diverse opportunities, enhancing potential returns.
- With a synthesis of trading systems, Synthex is designed to adapt to changing market conditions, aiming for consistent performance over the long term.
Investment Summary
Minimum Investment | 3,000 USD |
|---|---|
Management Fee | 3.00% |
Performance Fee | 30.00% |
Legal Structure | Managed Forex Account |
Highwater Mark | Yes |
Drawdown Limit | 30% |
Liquidity | Monthly |
Performance Statistics
Total Return Annualized
83.24%
3 Month ROI
10.45%
Max Drawdown (Monthly)
-1.79%
Year To Date
45.06%
Cumulative Returns
The above chart is showing the net performance for investors and had factored in the performance fees & management fees collected monthly.
Past performance is not indicative of future results.
Monthly & Yearly Performance %
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 2.91 | 4.43 | 2.73 | -1.67 | 3.42 | 4.44 | 4.79 | 2.79 | 14.13 | 3.77 | 1.50 | 1.82 | 45.06 |
2022 | 4.97 | -0.71 | 4.22 | 6.36 | 9.89 | 1.90 | 5.27 | 10.29 | 6.70 | 0.91 | 3.91 | 1.38 | 55.09 |
2021 | -0.21 | 5.53 | -1.79 | -1.46 | 4.89 | 3.41 | 1.18 | -1.05 | 1.61 | 5.42 | 1.18 | 0.06 | 18.77 |
Monthly Returns %
Risk/Return Comparison %
Drawdown %
Year to Date Performance %
Performance Statistics
Last Month | 1.82% |
|---|---|
Year To Date | 45.06% |
3 Month ROI | 10.45% |
Total Return Cumulative | 111.21% |
Total Return Annualized | 83.24% |
Winning Months | 83.33% |
Average Monthly Return | 3.30% |
Max. Drawdown (Monthly) | -1.79% |
Effective Rate of Return | 3.25% |
Return Statistics
Sharpe Ratio | 0.96 |
|---|---|
Sortino Ratio | 1.11 |
Skewness | 1.01 |
Kurtosis | 1.80 |
Monthly Standard Deviation | 3.45% |
Downside Deviation | 2.99% |
Average Losing Month | -1.15% |
Correlation vs. S&P 500 TR | -0.04 |
Winning Years | 100.00% |
Regulation
For the avoidance of doubt X Capital Group is not regulated by the SC (Securities Commission Malaysia). X Capital Group is a ‘Strategy Provider’ to Vantage Markets (“Vantage”). Vantage is a fully regulated entity, holding licenses from the Financial Conduct Authority (FCA) in the UK, the Financial Sector Conduct Authority (FSCA) in South Africa, and the Australian Securities and Investments Commission (ASIC) in Australia.
Risk Disclaimer
Trading carries high risks and may result in the loss of your capital. X Capital utilizes advanced technologies, including algorithms which are novel and in constant development. The application of these technologies introduces additional risks associated with system errors, algorithmic biases, and the complexity of market dynamics. Please ensure you fully understand these risks before engaging with X Capital Group. X Capital Group does not accept clients who do not fully comprehend the risks involved in trading, including the use of novel technologies. Seek independent financial advice if needed.
Investment Conditions
X Capital Group (the company) operates business in a regulated environment through its PAMM partnership with Vantage Markets (“Vantage”), Vantage is a fully regulated entity, holding licenses from the Financial Conduct Authority (FCA) in the UK, the Financial Sector Conduct Authority (FSCA) in South Africa, and the Australian Securities and Investments Commission (ASIC) in Australia.
Due to the company’s focus being aimed towards the sophisticated investor, X Capital Group works on an application basis only. If your application is successful, you will have the opportunity to utilize the power of our trading strategies by running your personal brokerage account side by side with our in-house operations. Clientele of the company maintain in complete control of their brokerage account but utilize the unique investor privilege of their account syncing with our in-house operations.
Our clientele’s brokerage accounts will automatically mirror all trades executed into their account with the correct risk allocation through technology managed by our regulated partners, Vantage Markets.
Our unique company structure provides the perfect investment solution for busy professionals looking to build their wealth effortlessly and consistently using a hands-off approach, combined with complete visibility and control of their investments 24/7 through a custom client portal. At no point will X Capital Group have direct access to client funds – client funds remain under their control and in their full custody at all times.