Moderate Funds

Moderate funds are for investors seeking a return well above conventional investments with an estimated maximum drawdown of less than 30%.

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2021       2.0% 0.4% 13.2% 2.9% 4.4% 4.7% 3.7% 5.8% 5.7% 4.7%  
2022 6.6% 4.7% 9.1% 2.6% 4.5%               5.5%  


This strategy 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 20%; exceptionally 30% occasionally

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2019                   0.8% 7.6% -2.1% 2.1% 6.1%
2020 4.1% 11.2% 8.4% 2.1% 6.2% 4.3% 1.1% 3.5% 1.3% 2.4% 1.2% 0.4% 3.9% 56.8%
2021 4.0% 6.5% 8.6% 11.3% 6.4% -6.3% 5.7% 7.7% 6.8% 6.3% 3.2% 3.9% 5.3% 85.0%
2022 3.8% 11.3% 3.3% 1.7% 6.3%               5.3%  


This strategy 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: 30%, although 21% 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
2015               8.5% 11.8% 3.5% 3.9% 3.0% 6.2%  
2016 17.8% 14.1% 12.6% 3.1% 1.3% 9.7% 4.5% 4.1% 3.0% 2.5% 1.8% 0.0% 6.2% 102.2%
2017 -20.7% 2.8% 5.5% 4.0% 3.1% 8.6% -1.5% 7.8% 7.4% 1.4% 1.8% 3.6% 2.0% 22.0%
2018 3.2% 4.8% 5.6% 1.6% 4.5% 3.5% 3.4% 2.6% 2.0% 6.7% 2.6% 4.8% 3.8% 55.7%
2019 2.4% 3.6% 3.9% 2.6% 3.1% 2.5% 2.4% 4.8% 3.7% 3.5% 1.4% 2.0% 3.0% 42.6%
2020 0.8% 2.6% 3.6% 1.4% 1.2% 3.9% 1.2% 0.8% 1.6% 0.8% 1.9% 0.4% 1.7% 22.3%
2021 2.9% 1.2% 1.6% 1.2% 0.0% 2.1% 1.4% 1.8% 1.1% -6.0% -1.3% 0.4% 0.5% 6.3%
2022 1.9% 2.2% 2.7% 0.5% 1.7%               1.8%  


This is the moderate risk version of Nordic Comet, traded at X0.7 to limit maximum expected risk to 30%. It is unusual for two reasons. Firstly, in this age of auto-trading, it is entirely manually traded. Secondly, the trader has experienced only four losing months in six and a half years, which is truly exceptional. It is a swing strategy using grid trading, achieving low risk by small trade sizes and strictly limiting the maximum number of open trades on only two currency pairs at any time. Assets Under Management $5.5m.

Minimum investment: $6,000
Maximum expected drawdown: 30%

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2008 1.1% 0.2% 1.9% 0.7% 0.6% 0.4% 0.6% 0.9% 1.3% 4.1% 8.8% 0.5% 1.8% 22.8%
2009 2.9% 1.0% 1.3% 0.8% 0.8% 1.2% 1.1% 1.0% 0.8% 1.1% 1.3% 1.0% 1.2% 15.2%
2010 0.5% 0.8% 0.8% 0.9% 0.7% 0.7% 1.0% 0.7% 0.3% 1.8% 0.6% -0.2% 0.7% 9.0%
2011 1.4% 0.1% -0.6% 0.0% 1.5% 0.7% 0.4% 0.9% 0.3% 0.9% 0.6% 0.7% 0.6% 7.1%
2012 0.3% 0.4% 0.3% 0.1% -0.2% 1.0% 0.1% 0.2% 0.3% 0.6% 0.2% 0.6% 0.3% 4.0%
2013 0.2% 0.5% 0.3% 0.6% 0.2% 0.6% 0.2% 1.0% 0.4% 0.4% 0.6% 0.5% 0.4% 5.5%
2014 0.5% 0.8% 0.4% 0.4% 0.4% 0.0% 0.7% 0.3% 0.6% 0.8% 0.2% 1.2% 0.5% 6.3%
2015 0.4% 0.6% 0.3% 1.4% 0.9% 0.1% 1.1% 1.0% 1.0% 1.4% 0.3% 1.0% 0.8% 9.8%
2016 0.9% 1.0% 0.9% 0.2% 0.9% 2.0% 0.6% 0.7% 0.6% 0.1% 1.5% 0.4% 0.8% 10.2%
2017 0.3% 0.3% 6.7% 0.3% 1.1% 0.9% 0.2% 0.5% 0.7% 0.2% 0.6% 0.6% 1.0% 12.9%
2018 0.5% 0.5% 0.5% 0.8% 0.3% 0.4% 0.4% 0.4% 0.4% 0.6% 0.1% 0.8% 0.5% 5.8%
2019 0.5% 0.7% 0.7% 0.3% 0.3% -0.2% 0.3% 0.4% 0.2% 1.0% 0.2% -0.6% 0.3% 3.9%
2020 -0.1% 0.3% -2.5% -0.7% 0.6% 0.7% 1.0% -0.4% 1.6% 0.2% 0.2% 0.4% 0.1% 1.2%
2021 0.3% 0.4% -2.9% 3.4% 0.2% 0.2% -0.1% 0.5% 0.5% -0.3% 0.7% 0.2% 0.3% 3.1%
2022 -0.3% 0.8% 1.4% -0.1% -6.7%               -0.3%  


This institutional-quality fund has been traded for 14 years. The strategy only trades high-liquidity G7 forex pairs and Gold. Although recent performace may seem moderate, it achieves an exceptional level of consistency with 93% winning months during all stages of the business cycle. Assets under management $50m.

Minimum investment: $100,000
Likely maximum drawdown: 30%

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2021 1.0% 0.6% 1.5% 1.5% 0.3% 5.5% 3.1% 3.3% 2.2% 0.4% 2.6% 3.9% 2.2% 28.9%
2022 3.1% 3.3% 6.3% 5.2% 0.4%               3.7%  


This strategy combines the trading of Nordic Comet X0.7, Nordic Swing and Nordic Pillar in equal proportions to smooth out their individual performance and provide improved consistency of returns with a maximum expected drwdown of 25%.

Minimum investment: $25,000
Maximum expected drawdown: 25%

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2020                   -0.3% 2.7% 0.7% 1.0%  
2021 0.0% 1.0% 0.9% 1.0% 1.5% 2.1% 0.4% 1.1% -0.5% 3.7% 9.9% 2.1% 1.9% 25.2%
2022 1.8% -0.5% 3.4% -9.7% 5.2%               0.0%  


Fortress trades exclusively EURUSD, opening trades as price moves away from the mean in expectation of a return. Automatic hedging protects the account in the event of long continuous price trends, creating low maximum drawdown. Assets Under Management $2m.

Minimum investment: $5,000
Maximum expected drawdown: 30%

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month
Average
Year
Cumul
2018     4.8% 5.2% 3.2% 4.1% 2.3% 2.1% 3.6% 6.9% 4.6% 14.5% 5.1% 64.0%
2019 7.2% 2.1% 1.8% 1.5% 2.3% 1.2% 0.3% 1.1% -0.6% 0.6% 0.2% 1.5% 1.6% 20.5%
2020 2.0% 3.7% 11.2% 3.7% 2.1% 3.2% 5.0% 2.8% 3.4% 1.3% 1.3% 3.2% 3.6% 51.7%
2021 3.1% 1.1% 6.4% 2.4% 1.6% 5.1% 4.4% 3.4% 5.6% -1.8% 7.1% 6.1% 3.7% 54.3%
2022 9.7% 5.0% 1.7% -2.3% 0.9%               3.0%  


This strategy is X3.0 of Grandeur described in the Conservative category. The 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: 30%

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

The funds in this category cater for clients who are willing to occasionally see the equity of their account fall by up to 30%. Thus an account could have a Balance of $20k with an Equity of $14k, or an account with a Balance of $20k could reduce to a Balance of $14k. In both cases, the trader would expect to recover the account and resume growth.

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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