Accounts
How Simple
We can start managing your trding account in any regulated broker of your choosing today.

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.
- Choice - Personalized risk tolerance investment tracks.
- Service - You always get our premium professional level of service.
- Success Fees - Legacy works on a high watermark performance fee system.
- Convenience - For busy clients, your funds are cared for by our proven traders.
- Transparency - You have full online access to your account in order to track its progress at all times.
Fact Sheet
STATISTICS (AFTER FEES, SINCE 2015-08) | |
Returns since Fund launch (From 2015) | 418.63% |
Absolute Gain (From 2015)Return of the investment | 380.78% |
This year return (From 2022) | 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 | 30% |
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.
Proven Track Record
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Legacy has proven time and again that our managed accounts show consistent profits.
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...