When constructing new portfolios, we employ fundamental analysis techniques to assess the global and domestic standing on the economic cycle and enter positions that historically outperform the broader market.
Depending on the requirements of the client, these positions are then rotated throughout the cycle changes into different sectors to capitalise on momentum shifts to maximise capital returns.
Our portfolio protection services are for clients that are comfortable with their current portfolios but would like to protect them from adverse downside market movements.
Portfolio protection is very portfolio specific and a client can choose the type of protection they would like to implement, whether it is very close to the current market levels or with a little more risk tolerance.
Our team understand that portfolio protection is a very individual requirement and we can tailor a solution for even the most risk averse investor.
Our income generation strategies use our expert knowledge of technical analysis and dividend cycles to increase income from the common ‘buy and hold’ approach using strategic cycle rotation.
Our advanced knowledge in derivatives allows us to use covered call options to significantly increase the income potential of traditional dividend strategies without increasing the downside risk to the stocks held inside the portfolio.
About FXE Wealth
FXE Wealth is the investment arm of FX Evolution, and specializes in investment solutions for HNW clients. FXE Wealth provides customised portfolios that pinpoint the investment requirements of clients and build appropriate strategies to achieve consistent returns in all market conditions.
FXE Wealth is powered by the extensive technical and fundamental experience of FX Evolution to provide outcomes that surpass the industry standard in the High Net Wealth investment landscape.
Depending on client requirements, our experienced investment managers often incorporate derivatives to both protect investment portfolios and enhance income and is therefore not open to all investors.
Our high-level strategy approach and investment capital requirements means a minimum investment balance of $1,000,000 and a minimum ‘Sophisticated Investor’ status conditions apply.
To be classified sophisticated, an investor must provide a certificate from a qualifying accountant that the investor has $250,000 gross income p.a. for each of the last 2 financial years or $2.5M in net assets.
Get in Touch
Contact us (03) 9021 2011
Trading involves substantial risk and is not for every investor. Risk capital is money that can be lost without jeopardizing ones’ financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.