Conservative Funds

Conservative funds are intended for institutional investors seeking a return above conventional investments with estimated maximum drawdown of less than 15%, and also for private investors looking for similar performance.

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2021       1.0% 0.2% 6.6% 1.4% 2.2% 2.3% 1.8% 2.9% 2.8% 2.4%  
2022 3.3% 2.3% 4.6% 1.3% 2.3%               2.8%  


This strategy is the same as Nordic Swing but traded at X0.5. It uses a combination of range and swing trading strategies, taking short and long-term positions. Assets Under Management $400k.

Minimum investment: $10,000
Maximum expected drawdown 10%; exceptionally 15% occasionally

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2019                   0.4% 3.8% -1.1% 1.0% 3.1%
2020 2.1% 5.6% 4.2% 1.1% 3.1% 2.2% 0.6% 1.8% 0.7% 1.2% 0.6% 0.2% 1.9% 25.7%
2021 2.0% 3.2% 4.3% 5.6% 3.2% -3.2% 2.8% 3.9% 3.4% 3.2% 1.6% 1.9% 2.7% 36.9%
2022 1.9% 5.6% 1.6% 0.9% 3.2%               1.7%  


This is the X0.5 version of the strategy with reduced growth and risk, which has been running for four years with a five person trading team. Trading is a mix of fundamental (80%) and technical (20%) on G7 currencies, AUDUSD, NZDUSD, and Gold. Many trades last weeks or months, making for stable performance. The unusually good performance of this strategy demands a 45% Performance Fee which is already deducted in the growth table above. Assets under management: over $100m with Institutional clients, hedge funds & HNW clients.

Minimum investment: $50,000
Maximum expected drawdown: 15%, although 11% has been the highest during the last three years.

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2021     2.1% 0.8% 0.5% 0.4% 4.5% 3.0% 0.2% 6.2% 3.7% 5.5% 2.7%  
2022 0.0% 2.2% 5.8% 10.4% -7.5%               2.3%  


Breakout and swing trading are used in a diversified mix of forex and metals. This is an improved version of a strategy that has been operating for five years. The trader targets 2-3% per month with a maximum expected drawdown of 12%. Assets Under Management $700k.

Minimum investment: $5,000
Maximum expected drawdown: 20%

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2018     1.6% 1.7% 1.1% 1.4% 0.8% 0.7% 1.2% 2.3% 1.5% 4.8% 1.7% 18.4%
2019 2.4% 0.7% 0.6% 0.5% 0.8% 0.4% 0.1% 0.4% -0.2% 0.2% 0.1% 0.5% 0.5% 6.5%
2020 0.7% 1.2% 3.7% 1.2% 0.7% 1.1% 1.7% 0.9% 1.1% 0.4% 0.4% 1.1% 1.2% 15.2%
2021 1.0% 0.4% 2.1% 0.8% 0.5% 1.7% 1.5% 1.1% 1.9% -0.6% 2.4% 2.0% 1.2% 15.8%
2022 3.2% 1.7% 0.6% -0.8% 0.3%               1.0%  


This trader has forty years institutional trading experience. The strategy trades G10 FX crosses on a largely medium-term macro basis, backed up by short-term trading, paying great attention to risk management. The four-year record above, with its consistent growth and low losing months, speaks for itself. The normal minimum investment is $1m but we have an introductory offer of $50k. Assets Under Management $100m.

Minimum investment: $50,000
Maximum expected drawdown: 10%

The growth figures are shown net of all fees.

Note for existing clients: To invest in a different strategy, please contact our support team at: support@scandinavianmarkets.com

Our objective is to create contented investors who stay with us long term to build their capital, not to promise levels of growth that are unlikely to be sustainable.

Warren Buffett, one of the world’s wealthiest investors, made himself and his investors no more than an average 20% per year, year after year.

Consistent 20% growth with cumulative interest will double your money in less than four years, and multiply it by over six times within ten years, without continuous attention or worry. Scandinavian Capital Markets offers suitable strategies in the Conservative category.

Also, to suit clients who are comfortable with higher risk tolerances, strategies are available in the Moderate and Adventurous categories.

Answers to commonly asked questions

Generally investment providers tend to publish gross growth, inclusive of their 30-50% performance fees mentioned below in fine print. Scandinavian Capital Markets’ growth rates are published Net of all fees. The monthly growth rates are what clients actually received in their accounts.
You can login to your account at any time and see the current Balance and Equity of each of your funds, and the total value. Additionally clients receive a Monthly Report for each account from the trading platform (MT4).
If you are not yet a client of Scandinavian Capital Markets, you will need to start the onboarding process. This will require some personal details, and submission of identity and residence documents. Following satisfactory completion, you will receive login details for your account. Upon approval of your account you will be contacted by our representative in order to determine the choice of fund(s) and investment amount(s). Click here to start onboarding.
You can disinvest by contacting our Support Team (support@scandinavianmarkets.com). Bear in mind that, on disinvesting, you will receive the Equity value of your fund, not its Balance. So it may be more appropriate to wait until all open trades are closed (in which case the Equity is equal to the Balance).
To make a withdrawal, email our Support Team (support@scandinavianmarkets.com) with the amount you wish to withdraw and the fund(s) you wish to withdraw from. Your funds will then be withdrawn to your cash account and then sent to your bank. Funds can only be returned to the bank account opened in the name of the investor. No third-party withdrawals are allowed.

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Why invest with us

Catering to every client

We offer trading strategies for any type of investor, from institutional to retail, from conservative to risky. 

Proactive approach

We proactively seek successful traders. After having thoroughly checked their trading strategy and offering it to our clients, we continue to closely monitor the trading. 

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