Accounts

How Simple

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MANAGED ACCOUNTS (SMA’S)

At Legacy, we recognise the significance of the investment vehicle you select. You want a company that trades with you and makes money for you, as well as sophisticated investment options with better support than you’d get from retail brokers. Separately Managed Accounts have a role in this.

Fact Sheet

STATISTICS (AFTER FEES, SINCE 2015-08)

Returns since Fund launch (From 2015)

418.63%

Absolute Gain (From 2015)Return of the investment
 as a percentage of the total deposits.

380.78%

This year return (From 2017)

36.97%

Positive months

95.45%

Annual volatility

37.61%

Sharpe

0.77

 

FUND FACTS

Name

Legacy Portfolios 846/V Fund

Liquidity

Quarterly

Lock-up period

None

Recommended investment term

6+ months

Fund size

3.5 m USD

Fund currency

USD

Management company

Legacy Portfolios

Liquidity Provider Regulator

CySec – Cyprus securities and exchange commission

Broker

TRADE-24 Global

 

STATISTICS (AFTER FEES, SINCE 2015-08)

Inception date

2015 08 01

FEES

Annual management fee

0.5%

Subscription fee

0%

Success fee

25%

High watermark

Yes

Redemption fee

No charge

 

An investment which grows with you. Flexible, Rewarding, Innovative.

Making It a Smooth Process

What is a Separately Managed Account?

Consistent with Every Account

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Legacy has proven time and again that our Managed Accounts show consistent profits.

Our value is delivered through our track record and integrity in trading. All you have to do is review our current funds and you will see that our algorithms are powerful and profitable.

Proven Track Record

_____________
Legacy has proven time and again that our managed accounts show consistent profits. More...

Our value is delivered through our track record and integrity in trading. All you have to do is review our current funds and you will see that our algorithms are powerful and profitable.

Growth Process

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We offer a variety of (Separately) Managed Accounts for those with different risk tolerance levels and trading preferences. More...

We have assembled the best of the best in all aspects of trading, account management, and service in order to offer you this unique, unparalleled opportunity.