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Managed Futures

We are delighted to present a VQF-regulated Swiss Asset Management Company as a valued member of our esteemed Trade Group, based in Zurich, Switzerland.

Our Swiss Asset Managers and Traders adhere to rigorous regulations set forth by the VQF Financial Services Standards Association. As a Self-Regulatory Organization (SRO) officially sanctioned by the Federal Financial Market Supervisory Authority (FINMA), the VQF is mandated to oversee its members’ efforts in combating money laundering and preventing the financing of terrorism.

Our skilled traders specialize in delivering systematic trading solutions, overseeing both proprietary and client accounts, and actively engaging in the FX, Futures, and Options markets.

What We Offer

  • Diversification – A range of strategies and models tailored to specific market conditions and stringent risk management protocols.
  • Enhance returns – exceptional consistent monthly returns
  • Lowered volatility – our models trade across various markets
  • Consistent returns stability in both bullish and bearish markets.
  • Managed Futures trade on reputable and regulated exchanges (CME and Eurex) with reliable and trustworthy risk management.
  • Access our Managed Futures presentation below.

Introduction

Crafted by traders boasting over two decades of experience in financial market trading, these systems are designed with the core aim of making them accessible to all market participants. To uphold performance quality, subscriber numbers will be restricted to prevent adverse effects from scalability. Historically, yields exceeding 50% per annum have been achievable through meticulous risk management and effective trade execution. By comparison, the average annual stock market return hovers around 10% over the past half-century. With adept risk management and trade execution, surpassing this average stock market return is within reach – Reach out to us to discover how.

FX Hedge

Traditionally, mitigating your exposure to currency volatility involves either purchasing an options contract or a spot contract, both serving to safeguard your downside at a cost. However, there exists a contemporary alternative – Dynamic Hedging. Dynamic Hedging not only shields your downside (akin to traditional hedging options) but also presents an opportunity to generate income from the underlying assets. Moreover, it typically proves to be the most cost-effective option. Since June 2019, our Dynamic Hedge strategy has demonstrated remarkable efficacy, offering investors earnings rather than expenses on their investment hedge. We are now extending the opportunity for other investors to leverage our Dynamic Hedge strategy. If you hold international investments susceptible to currency volatility, this could be of great interest to you. Get in touch with us today to transform your hedging expenses into earnings.

Managed Accounts

Under the Managed Account structure, our clients’ assets are securely maintained in an independent, individualized personal (securities) account under their own name at the brokerage/bank. Our Swiss-regulated Trade Desk is authorized solely to carry out transactions in the investment instruments chosen by the client and to collect the corresponding management fee, as outlined in the Trading Agreement (Power of Attorney). Investing with our systems does not entail any lock-up period, and withdrawals are permitted only to an account held in the client’s name.

Security

Our clients’ investments are securely held not by HolyGrail Capital’s Trade Desk or Platform, but by the custodian bank or brokerage under the client’s name. This arrangement encompasses both the client’s cash and securities (futures). In the event of a takeover or closure of HolyGrail Capital or our Trade Desk, our clients’ accounts with our partner brokerage/bank will remain unaffected, granting our clients uninterrupted access at any time. Similarly, if our trade desk ceases operations, our clients’ accounts with our custodian brokerage/bank will persist until either closed or the client opts to transfer the asset management mandate to a different manager.

Our trading systems do not maintain open positions over weekends; they require activation and active management on a daily basis. Consequently, we execute trades and retain positions only during our office hours while overseeing the systems. Each client possesses their own account directly held with the brokerage/bank, which can be closed at their discretion. Any liquidity requirements arising from unforeseen events pose no risk to the client’s trading account or capital. Moreover, we have retained legal counsel to provide additional reinforcement for the company in the event of any abnormal circumstances.

FAQs

What is Futures?

A futures contract constitutes a legally enforceable pact between a purchaser and a seller to acquire an underlying asset at a predetermined time in the future, as agreed upon today. This contractual arrangement is commonly known as a ‘futures contract’.

The aims of futures trading encompass speculation and hedging. HolyGrail Capital collaborates with leading Swiss Asset Managers and Traders who administer fully managed trading programs on behalf of our clientele.

Engaging in futures trading can prove advantageous for traders pursuing either speculative gains or safeguarding through hedging. However, akin to any investment, futures entail risks that necessitate comprehensive comprehension. Prior to investing, it is advisable to seek independent guidance from a qualified professional adviser.

Futures Trading - Objective

In futures markets, two primary participants exist: speculators and hedgers, each pursuing distinct objectives in their trading endeavors.

1. Speculation:
Speculators engage in futures trading with the aim of capitalizing on price fluctuations. They may participate in trading activities involving:

– Bond futures, speculating on interest rate movements.
– Broad market indices, such as the S&P/ASX 200, to gauge overall market performance.
– Various commodities like wheat or energy products such as electricity.

2. Hedging:
Hedging is predominantly employed by traders seeking to mitigate risks associated with their positions. Hedgers typically have direct involvement with the underlying physical commodity, encompassing entities such as fund managers, wheat growers, gold miners, or financial institutions. For instance, a wheat grower faces the risk of price depreciation before being able to sell the crop, while a bank extending loans to homebuyers is exposed to fluctuations in interest rates.

To manage these risks, hedgers utilize futures contracts as a form of insurance, thereby safeguarding against adverse market movements.

Managed Futures

If you’re currently involved in trading index funds, mutual funds, or any other managed funds where a money manager oversees all asset allocations and portfolio rebalancing, it may be worthwhile to consider entrusting your commodity investments to professional management. Commodity Trading Advisors (CTAs) are seasoned money managers specializing in global futures markets, which serve as their primary investment domain. Through extensive market diversification, CTAs aim to generate positive returns by capitalizing on price fluctuations in various sectors, including stock indices, currencies, treasury futures, bond futures, and diverse commodity markets.

CTAs have the capability to engage in trading across more than 150 global markets, spanning commodities like grains and gold to currencies and stock indices. To further enhance diversification, many funds choose to employ multiple trading advisors with distinct trading strategies, a tactic commonly referred to as “system diversification.”

At HolyGrail Capital, we offer assistance in selecting a Commodity Trading Advisor (CTA), facilitating the opening of a trading account managed by the CTA, and continually monitoring the trading activities of the Managed Futures Program. We meticulously analyze performance data to identify CTAs that align with your financial objectives and risk tolerance, ensuring that only those commodity traders delivering optimal results are presented to you.

Start your journey towards financial success today!

Unleash your financial possibilities by tapping into untapped opportunities and employing strategic planning, enabling you to maximize growth and achieve financial success.

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