<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=663889&amp;fmt=gif https://dc.ads.linkedin.com/collect/?pid=663889&amp;fmt=gif ">

Walker Capital Insights

Get the latest news updates from Walker Capital.

Open Account in 4 easy steps

Select your Investment Strategies

Open Managed Discretionary Account

Open Executing Broker Account

Live Account

Open Account Today!

Aug 7, 2020 7:37:20 PM

Audited Returns for 2019-2020

Our MDA Model Portfolio 2019-2020 financial year audit has just been completed and we are delighted to share the results.

Our performance of our swing strategy for the 2019-2020 financial year:

(All Returns are Net of Fees)

Swing Strategy  28.57%

Get exclusive access to our Auditors report for 2019-2020 by completing your details below.



Audit Concept. Word on Folder Register of Card Index. Selective Focus.

Jul 25, 2019 2:34:26 PM

Audited Returns for 2018-2019

Our MDA Model Portfolio's 2018-2019 financial year audit has just been completed and we are delighted to share the results.

Our performance varied between strategies, overall a solid result

The following Strategies have been Audited below for the 2018-2019 financial year:

(All Returns are Net of Fees)

Swing Strategy  39.87%

High Growth Strategy 83.84%

Multi-Strategy 8.30%

Alpha Growth Strategy 39.87%

Get exclusive access to our Auditors report for 2018-2019 by completing your details below.


Oct 31, 2017 8:22:00 PM

8 Questions to Ask Before You Pick Your Managed Forex Account Provider

Who you trust with your investment is a critical factor if you want to have a healthy nest egg, particularly in your retirement years.

If you’re like many investors who are still busy with full-time work and don’t have the time and expertise to grow your investment, it may be wise to seek help from investment pros.

This is because when you have investment pros managing your money/capital, you can have that peace of mind and assurance that someone is looking after your investment almost 24/7.

Compared to your limited time – realistically, how many hours have you spent the past 3 months analysing your investment portfolio? Investment managers spend most of their time analysing the markets, evaluating investment opportunities and managing the overall growth and risks of the funds they’re managing.

Tap into investment pros’ market expertise

Another advantage of using investment managers is that you’re tapping into their expertise and knowledge of the markets.

Investment managers and almost everyone in the financial services industry are required to go through an ongoing education and training. This makes sense because they need to make sure they are up-to-date with market regulations, product knowledge and the overall market movements.

Given all those benefits, it may be a good idea to include the use of investment managers or managed funds (forex, shares or other assets) as part of your investment strategy. Even if you only use them for a portion of your investment capital, it may help in diversifying your portfolio or boost its return as well.

But before you ask your friends or relatives for any recommendation on who the best investment manager to use, you need to do your own homework as well.

And it doesn’t matter whether you have a short-term, medium-term or long-term horizon for your investment, the important thing is to have a strategy to grow your capital.

Whether you want to fast-track your wealth creation or boost your retirement fund to a healthy level, there are logical and strategic ways you can use to make informed decisions when investing and growing your money.

In this article, we will dig deep into the top 8 questions you need to ask before you choose your investment manager. In particular, we will be looking at Managed Forex Account managers who use the global forex market as the main investment vehicle.

Using managed forex accounts to fast-track your investment growth

Managed forex accounts are fast gaining popularity among investors including SMSFs due to the potentially high returns they offer. With the potential slow growth phase of the Australian property market and some other asset classes, investors are now looking for better alternatives. And they are more open to considering other asset classes including forex.

Whether you’re a self-directed private investor or one who is managing and growing your SMSF account, it is wise to consider a few different ways of investing. The good thing with using managed forex accounts is that you still have total control of the account while it is being traded and managed by a professional trader or the investment manager.

Here are the top 8 questions you should ask before you choose your Managed Forex Account Manager.

  1. Are you (the managed forex service provider) regulated?

Australia has one of the most stringent and robust regulatory environments in the world when it comes to financial services providers.

For investors, this can be reassuring as you would like to be dealing with people and companies that are properly regulated and have the appropriate licenses.

As part of your research and due diligence when you’re considering a managed forex account service provider, one of the most basic (and must) questions to ask is are you regulated? This is important because you want to be dealing with an appropriately licensed provider.

Nowadays, it is quite easy to check whether a company is regulated by ASIC or not. Financial services providers are required by law to prominently declare their license details on their website and all relevant information materials like this one.

  1. Who holds my money?

This is another critical question to ask because even if you choose to set up a managed forex account, you want to keep control of your money.

You have to make sure that the account is in your name (your spouse or partner) or your SMSF account.

At the same time, you want to make sure that the money is in a safe account with a trusted Australian bank or financial institution. And it goes without saying that you want full control of the trading account as it is your money, in the first place.

  1. How much funds are under management (FUM) do you have in this strategy?

The size of the fund under management can be an indication of the positive performance of the manager and their strategy. It can also be a measure of the level of trust other investors have for that particular manager.

If you look closely, here are some of the things that the FUM can tell you about a managed account service provider:

  • A big FUM can mean the managed account manager is able to grow the accounts
  • This could be a positive reflection of the trading/investment strategy being used
  • A big FUM can also mean more people trust this managed account provider with their money
  • A gradually increasing FUM can show the consistent and steady investment strategy at work 
  1. Who is the trader/manager and can I talk to him/her?

Again, this is a vital factor to consider. You want to know that your investment is being looked after by someone who has the market knowledge, expertise and experience.

Though you will most likely be dealing with a salesperson during the initial stage of your research for a managed forex account provider, it is important that you ask to meet and talk to the actual manager or trader.

And you should use this meeting with the manager/trader to ask all the questions you need to ask. It is also a good opportunity to use this meeting to validate or confirm your decisions. Whether you go for a particular managed forex account provider or not sometimes boil down to your relationship with the actual manager/trader.

The investment manager/trader is also the best person to talk to you about the strategy and the nitty-gritty of managing your investment.

Remember, it’s your money that you’re trying to grow, so it is better to spend the time doing your due diligence and meeting with the investment manager/trader directly.

Here are some of the things you want to consider when looking for a managed forex account provider:

  • Someone who has the track record
  • Someone who has the strategy/ies for different market conditions
  • Someone with solid systems and processes in place – investment criteria, risk management and money management procedures
  1. What’s the difference between net of fees and gross results

Another basic question that you need to ask your managed forex account provider is the fee. How much will they charge you? And what’s the basis for the fee? Is there a high water-mark where you only pay them a fee if they have a positive return on your investment?

It is important that you know or at least to have some estimate of how much return on your investment you will get. And if your total returns will be affected by how much fees you have to pay.

  1. Do you publish the history of the trader’s results?

It is also important to see previous (historical) as well as current performance figures from the managed forex account provider.

Though they will always say that previous performance is not a guarantee of future results, it is good to see how they have performed in different market conditions. At the same time, you would like to see their current performance so that you can compare them with what the markets are doing.

Current performance is vital because it can give you their actual performance in today’s (current) market condition.

  1. Has the trader managed funds before?  

Similar to interviewing someone for a job, you want to have a managed forex account manager/trader who has a good track record. Someone who has managed similar funds before and who have solid performance to show for it.

Again, while previous performance may not always guarantee you the same results for the future, you still want to have someone who has the knowledge of the markets and the skills to implement the trading/investment strategy.

Ideally, you want someone with several years of trading experience who has seen the ups and down cycle of the markets. This is because you want someone who can handle the pressure and can make logical and strategic decisions when market conditions are tough.

You want someone who can stick to the investment strategy and manage the risk.

  1. Transparency and how do you access your account?

While some managed investments, particularly funds, only give you annual reports, what you want is total transparency and accessibility. This means that you can see the actual performance of your forex managed account on a regular basis.

While you may not want to look at it on a daily basis, you need a level of transparency that will give you that access and ability to monitor the performance if you want to.

Transparency also means you can deposit or withdraw money from your account if you need to.

For example, if there are emerging opportunities that you want to take advantage of, you may want to add to your portfolio by depositing additional capital.

The same is true with withdrawals, if for some reason you need to take out some money from your forex managed account, you should be able to do so because you have complete access to it.

These are just 8 of the important questions you need to ask before you choose your forex managed account provider.

If you want to know more about how you can take advantage of managed forex accounts,

Here are the steps to get started:

  1. Schedule an appointment (Conference Call) with an Investment Manager
  2. Submit a Managed Discretionary Account (MDA) application with Walker Capital Australia.
  3. Open a trading account with the Walker Capital Australia’s executing broker.
  4. Select from our range of investment strategies and choose your asset allocation between the choices of accounts.
  5. Once all accounts are opened and funds have been chosen, our team gets to work and begins trading.

We welcome you to give our team a call to discuss your investment goals and objectives.

You can call Walker Capital Australia on +61 2 8076 2210 and we’ll see how we can help you achieve your investment goals.

Claim the Free Guide

Read the full article and more download our FREE Insiders Guide to Forex and CFDs. That’ll Help to Improve Your Forex & CFD Trading Skills and Assist You to Make Consistent returns!

Audit | 5 MIN READ

Subscribe to Walker Capital Insights