FX MTM

Forex Multi-Trader Management (“FX MTM”) was founded by Neerejh Ramlakhan and Jared Beukes in 2017, and provides advisory and consultancy services to CAEP Asset Managers in the construction and management of forex multi-trader investment portfolios.

Neerejh Ramlakhan and Jared Beukes are appointed as Representatives to CAEP Asset Managers for Category I, II, and IIA, to execute the strategies developed by FX MTM.

Neerejh Ramlakhan is the Chief Executive Officer and Chief Investment Officer. Neerejh is a seasoned actuary with over 30 years of experience in the investment, insurance, asset consulting, actuarial consulting and retirement fund industries.

Jared Beukes is the Chief Operations Officer. Jared is a Technical Member of the Actuarial Society of South Africa who has completed his Fellowship exams. Jared has seven years of experience in the investment industry.

Our investment value proposition is delivered by a core investment team of actuaries, other professionals, and an international team of world-class forex traders.

Everything we do is driven by our core values of trust, care and humility.

We create investment solutions, by blending our world class forex traders into investment portfolios, using sound actuarial analysis and proprietary actuarial risk management systems which delivers exceptional returns for our clients.

We offer four core investment portfolios which provide optimal returns for the level of risk which a client is willing to accept.

We offer investment portfolios for individual investors and institutional investors.

We offer investment portfolios to local South African investors in rands and to all investors in Belize in United States dollars.

Note 1 on target returns

Target returns are illustrative, gross of fees and not a guarantee in any manner of future investment performance.

Target returns are based on actuarial modelling of past performances of our traders and estimating their realistic performance into the future.

Clients may access our research paper on our modelling after signing a non-disclosure agreement.

Note 2 on floating drawdowns

Our forex traders buy and sell forex derivative instruments, which are offered by high-grade banks, liquidity providers, and specialist brokerages, and which are liquid, transparently priced, and executed at target price and optimal cost.

Forex traders can suffer from floating drawdowns in any rolling 12-month period due to movements in the price of currencies, which can go against them in the short term.

Our traders tend to have excellent conviction, patience, and intelligence to trade out of floating drawdowns over time.

The floating drawdown levels above are a worst-case scenario (“black swan event”) assuming simultaneous failure of all our traders and no intervention by our proprietary actuarial risk management systems.

Actual floating and realised drawdowns are typically in the range of 0% to 10% in our practical experience.

We mitigate this risk by diversification amongst traders through sound portfolio construction and portfolio risk management using our proprietary actuarial risk management systems.

It is important that clients understand that all forex traders can individually suffer from floating and realised drawdowns in any 12-month period.

Our multi-trader investment philosophy aims to protect clients from this risk.

Clients need to specify the maximum drawdown that they are prepared to tolerate.

The higher the tolerated floating drawdown, the higher the possible target gross returns, as we adjust our risk management system and manage the portfolio accordingly.

Note 3 minimum investment amounts

Trading in currency derivatives requires a minimum amount for each trader as each client is set up in their own individual managed account.

The minimum amounts are set to create a trader pool of 20 to 30 traders.

We also cater for investors with lower minimum investment amounts using more concentrated investment portfolios.

We aim to make our product offering available to as many investors across the globe as possible.

To make our investment portfolios accessible to investors who want a lower minimum entry level, we have created more concentrated investment portfolios, where we use fewer traders.

These individual investment portfolios are managed on an aggressive risk basis as they are less diversified and require more hands-on risk management.

Traders are selected for these portfolios based on several factors such as length of track record, past returns, volatility and so on to minimise the risk of drawdowns and capital loss.

Concentrated investment portfolios are designed to deliver target gross returns of more than 30% per annum with target floating drawdowns of not more than 30%.

We manage the risk of trader drawdowns more actively in these investment portfolios to minimize the risk of floating and realised drawdowns on our clients’ investments.

The minimum investment amounts for our five concentrated investment portfolios is set out in the table below:

We work with carefully chosen partners who resonate with our values and strong focus on professionalism, ethics, innovation and compliance with best practices.

FX MTM delivers its investment value proposition in partnership with multi-national forex broker Scope Markets SA (Pty) Ltd (FSP 47025).

We employ a dedicated team of financial advisors at Actuarial Outsourcing Solutions CC (FSP 43479) and AOS Wealth (Pty) Ltd (FSP 49918) and other selected financial advisors to help you select the forex investment product which suits your needs and execute your investment with FX MTM.

All our work is monitored by our compliance officers at Masthead, one of the leading compliance firms in South Africa.

1. We provide investors with a regulated forex investment portfolio.

2. We provide competitive returns compared to peer conventional investment products from conventional asset managers.

3. We provide investors with an alternative option to diversify their investment portfolios.

4. Our products are suitable for individual and institutional investors.

5. We offer our product locally in South Africa rands and internationally in Belize for United States dollar investors.

6. We have affordable minimum investment amounts which make our investment portfolios available to a broad range of clients.

7. Your monies are invested with Scope Markets in your unique managed broker account.

8. You have 24/5 access to your monies to make deposits and withdrawals.

9. You can always see the trading positions in your unique account by logging onto your account.

10. You can withdraw your entire portfolio with less than one week’s notice if you are not happy with our investment performance.

11. We do not handle your monies in any way except to execute our investment trading process using our proprietary technology.

12. Our forex investment portfolios are built on sound world-class actuarial and risk management principles.

13. Your monies are invested by a team of actuarial, accounting, investment, and trading professionals.

14. We tend to select one trader from every 10 000 traders on our recruitment systems, to ensure we have the best traders delivering the best quality returns to our clients.

15. An investment in forex is different to conventional investing and requires specialist advice. We have a specialist team of advisors to help you make a sound investment decision.

16. We provide a one-on-one customised advice experience for you to help you make a sound investment decision which suits your needs.

17. Our products and investment activities are regulated by the Financial Sector Conduct Authority.

18. Our activities are monitored by our licence partner CAEP Asset Managers and our compliance officer Masthead.

19. Our investment portfolios are priced competitively for each conventional peer investment product.

20. We are an innovative pioneer in the forex multi-trader market.

We are not an education service provider who teaches people how to do forex trading.

We are not a trading signals provider providing trading ideas to the public for free or for payment.

We are not a copy trader available on multiple brokerage platforms.

We are not a forex exchange provider like a bank or an authorised foreign exchange dealer.

We are not a team with a single trader or a trading firm with a single house view.

We are not a proprietary capital firm running competitions to recruit traders.

Our investment solution does not require you to learn forex, trade forex or take any of the risks and pain of forex investing.

We are a professional business providing pain-free forex investment portfolios.

You make the investment in an investment solution which suits your needs, and we will take care of the returns.

We take the pain out of forex investing while delivering excellent returns.

To learn more about our investment portfolios:

We will provide you with more information about our products, historic performance, and professional advice to choose the correct investment portfolio for you.

You may be required to sign a non-disclosure agreement to access certain information.

You may be required to provide us with more information so we can assess if our forex investment portfolios are suitable for your needs.

Invest to enjoy high quality risk adjusted returns from our world class trading team!

Forex Multi-Trader Management (Pty) Ltd is a juristic representative of CAEP Asset Managers (Pty) Ltd, FSP No. 33933.

CAEP Asset Managers (Pty) Ltd (CAEP) has been authorised by the Financial Services Conduct Authority (FSCA) of South Africa, as an authorised financial services with FSP licence number 33933.

CAEP has been authorised for various financial products under Category I (advice and intermediary services), Category II (discretionary investment services) and Category IIA (hedge funds). CAEP has appointed Forex Multi-Trader Management (Pty) Ltd for Category I, and Neerejh Ramlakhan and Jared Beukes for Category I, II and IIA.

As representatives of CAEP, CAEP takes responsibility for those financial services activities that are provided by its Representatives, that fall within the scope of what CAEP has appointed its Representatives for.

Please click here for the Statutory Disclosure Notice which provides details about the authorisation of CAEP, and the appointment of Forex Multi-Trader Management, Neerejh Ramlakhan and Jared Beukes as its Representatives.

CAEP Asset Managers (Pty) Ltd

Registration No. 2007/025932/07

FSP No. 33933

Address: Office 2, Dias Block, Fairway Green Office Park, Abrey Road, Kloof, 3640

Email: info@caeppartners.com

Web: www.caeppartners.com

Who we are

What we do

Our diversified investment portfolios

Our concentrated investment portfolios

Our partners

Please feel free to visit our partner websites:

20 unique benefits to you when you invest with us

What we are not

How to invest

To learn more about our investment portfolios:

Contact Us

Invest to enjoy high quality risk adjusted returns from our world class trading team!

Who we are

What we do

Our diversified investment portfolios

Our concentrated investment portfolios

Our partners

Please feel free to visit our partner websites:

20 unique benefits to you when you invest with us

What we are not

How to invest

To learn more about our investment portfolios:

Contact Us

Invest to enjoy high quality risk adjusted returns from our world class trading team!

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