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Forex Managed Account
The program is designed to make money for the investor by managed forex trading
in the Currency markets. The banks have been making money in the FOREX (Foreign
Exchange) markets for years. Now by investing with Forex Managed Account you can
do the same. Money in the program is made by taking advantage of fluctuations in
the exchange rates between the USD/EUR, the USD/CHF (Swiss Franc), the USD/Yen,
the GBP/USD, the
USD/CAD and the AUD/USD. The program only has these major currencies
to consider as opposed to thousands of stocks in the stock market.
The goal of Goldwell Investments Inc is to provide another diversification tool
that lets investors tap into the $1.9 trillion a day foreign exchange market through
opening investments accounts traded by our professional money manager. Our
programs
are technical, trend-following, support & resistance, volatility systems and
are speculative in nature. Each of our investor’s account is traded by a dedicated
money manager according to the trading rules and risk management guidelines set
out by the company. These rules and guidelines ensure both the performance and safety
of our client’s capitals.
Investment Strategy
All strategies used by our money managers are short term Intraday in nature. It
takes advantage of intraday volatility and price moves. The time frames used is
5 minute to 240 minute bars. This has the advantage of close technical stop loss
positions and therefore a smaller risk per trade. The program is a “scalping technique”
whereas the objective is to take advantage of intra-day volatility moves. These
short-term strategies are technical with about 80% systematic and 20% discretionary
signal decisions. These short-term strategies are designed to take quick small profits
or quick smaller losses when the market goes against us. Due to the normally high
liquidity this approach has proven effectiveness for our trading results.
Each strategy is programmed into our computerized trading platform and back-tested
with historical data before our money manager implements the strategy in our clients’
fund. Back-testing strategy ensures
each strategy has proven result. Please see the following test sample for your reference:
The above real report which was generated by MT4 Trading System is the report on
testing one of our trading strategies on the pair of EUR/JPY. The testing period
is the latest 5 years. As we can see from the report that the initial capital which
is $5,000 invested 5 years ago, if such strategy is applied onto the trading, so
far the capital has been accumulated to $1.3M. We can also find that certain losses
are shown; however, they are all controlled and minimized by our systemized trading
strategy. Generally speaking, the testing result is indeed ideal; discrepancy would
definitely appear in the real world trading, but what we are concerned is that this
set of trading strategy can actually realize the objective of “cut loss short, let
profit run”. Doubtless speaking, an effective systemized trading strategy operated
by an experienced fund manager will be able to enhance trading performance.
Fund Held with Broker in
Your Name
The Goldwell funds are discretionary funds, this means that the money manager
cannot and will not accept custody of your funds. Your money remains deposited with
a third party (segregated fund). With your approval, the manager places trades based
upon their unique trading model directly onto your fund. All you need to do is open
a fund at our affiliate brokerage and grant the money manager a "Limited Power of
Attorney". The "Limited Power of Attorney" means that we are unable to add or take
assets from your fund with the broker.
Efficient Real-Time Reporting
The Goldwell funds are discretionary funds, this means that the money manager
cannot and will not accept custody of your funds. Your money remains deposited with
a third party (segregated fund). With your approval, the manager places trades based
upon their unique trading model directly onto your fund. All you need to do is open
a fund at our affiliate brokerage and grant the money manager a "Limited Power of
Attorney". The "Limited Power of Attorney" means that we are unable to add or take
assets from your fund with the broker.
Committed to Safety
Customer funds are maintained in a segregated account with the brokerage that is regulated by the ARIF of Switzerland.
Our money managers invest client assets across a wide selection of leading world currencies. Our strategies are designed to take advantage of exchange rate changes of these currencies relative to the U.S. dollar and their cross-pairs. These currencies are USD, EUR, GBP, JPY, CHF, CAD, AUD and NZD.
Goldwell Forex Managed Program
The Goldwell Program starts with US$50,000 with minimum one year term and three
choices of calculated period: quarterly, semi-annually, and annually. Goldwell guarantees
no more than 20% drawdown on our clients’ initial capital during the terms. In case
of capital loss, the loss shall be accumulated to the next calculated period’s performance
fee calculation.
Quarterly:
performance fee shall be paid to Goldwell after 5% of
the accumulated profit. 50% of the thereafter accumulated profit shall be paid as
performance fee for the calculated period of three months.
Semi-annually:
performance fee shall be paid to Goldwell after 10% of
the accumulated profit. 50% of the thereafter accumulated profit shall be paid as
performance fee for the calculated period of six months.
Annual:
performance fee shall be paid to Goldwell after 20% of
the accumulated profit. 50% of the thereafter accumulated profit shall be paid as
performance fee for the calculated period of one year.
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