Funds Management

SYNERGY FX PHOENIX STRATEGY Individually Managed Account

+61 2 8274 2600(24 hours a day, 5 days a week)

Exposure to the higher returns available from our unique access to foreign exchange trading as an asset class with our proprietary macro style trading.

www.synergyfx.com.au

FX

Proven StrategyWe use a proven strategy to access the higher returns available from the only true 24 hour

globally traded market.

Synergy FX Phoenix Strategy offers:

A tracked and verified investment gain

Diversification from your existing portfolio

Delivering alternative returns in a low yield environment

We are experts in our fieldOur executive team together have almost 100 years experience in fx and financial markets, so we have an edge when it comes to sourcing trading opportunities. Our knowledge of the market, operational expertise and active risk management means we can structure our deals to achieve

optimum results for our investors.

A structured and disciplined approach to risk managementWe have a structured and disciplined approach in relation to fx trading and exposures created

which form the strategy portfolio.

Our funds management team actively monitors and manages all aspects of trading with the oversight of our investment committee, with a focus on risk profiling, optimisation and configuration, ongoing risk

monitoring and stress testing.

Being a fully advisory business, we take in to consideration your financial circumstances, investment objectives, risk tolerance and trading experience to determine suitability

for investment.

We actively manage fx trading risks Advisory business, client protection

Lucrative returns without relying on the share market

Active management of your funds

Healthy returns across all investment cycles including market downturns

The average investment amount in to Phoenix….........................

Average monthly return….....................

45k5.02%

Individually Managed AccountsAll deposited funds are held in segregated accounts in the name of the clients, making entry / exit extremely easy.

Profit and Management FeesProfits are realised in real time on your account, and fees accrued and levied on a monthly basis

Did you know?There is no restriction on access to your funds under our Individually Managed Account – funds are available within 24hours unlike many Unit Trust investments which have horrible lock in periods.

Trade DistributionThe managers trade the strategy as a whole, and each client receives a direct allocation at the point of trade based upon the size of the client account. Meaning that all clients enjoy the same trades, exposures, and performance.

TransparencyAll currency trades and positions

are held beneficially by the client

Real Time ReportingAll real time values and positions can be

monitored directly by the client by simply ‘logging in’to the Synergy FX

trading system.

Investor FlexibilityAs this is an Individually Managed Account you have complete ability to withdraw profits and / or capital to meet your requirements or of course to let gains accumulate and enjoy compound

returns.

USDJPY AUDUSD AUDNZDEURUSD NZDUSD EURGBPXAUUSD AUDJPY USDCAD GBPUSD

Since inception of Phoenix in Sept 2013:

36.7%19.4%

10.2%

12.2%

11.2%

Typical breakdown of currency pairs traded

Investor

Strategy BasicsThe cornerstone of the trading philosophy is that the momentum of a directional trend can be quantified as a function of both price and time. The strategy is not based specifically on price inefficiencies in the FX market as much the philosophy that trends have a beginning, a middle and an end. And that the function of time is as important to the condition of a trend as the price when measuring the magnitude of the potential change in currency prices. We believe the trading philosophy is unique in its simplicity; in so much as the decisions on when to buy and sell are driven by simple, yet time proven indicators and not complex algorithms or a black box.

Why Synergy FX Funds Management?Synergy FX is an independent Australian Financial Services provider that focuses primarily on currency management. We are an innovator in the Individually Managed Account hedge fund space, and the products and the services we provide are of the highest quality.

Synergy FX’s services are precisely tailored to the aims and needs of clients, who benefit from our years of experience in financial product creation. We pride ourselves on our customer support and care and security of client funds.

Synergy FX is fully licenced by the Australian Securities and Investments Commission (ASIC).

>>> Our proven investment process is at the core of our success

Our proven investment process and strong risk management and compliance culture is at the core of our success and has been honed over a number of years through multiple investment cycles.

Phoenix investors enjoy access to some of Australia’s most experienced and highly qualified professionals from the foreign exchange and banking industry, who are actively involved in all aspects of our investments.

Our boutique structure allows us the flexibility to capitalise on investment opportunities that we believe provide the most medium and long term value for our clients

PhoenixSince the Phoenix trading strategy inception in 2013….

Of investors have received consistent high returns

Of investors have had the complete flexibility to withdraw funds

Of the investors have received annualised returns in excess of 60%

Strategy Objective

Account Type

Profit Realisation

Inception

Managed Discretionary Account Manager

Minimum Initial Investment

Minimum Additional Investment

Minimum Investment Term

Withdrawals

Fees

To provide investors with consistent returns and capital stability through carefully chosen investments in globally traded foreign exchange currency pairs.

Individually Managed Account.

Real time

September 2013

Synergy Financial Markets Pty Ltd AFSL 403863

AUD 10,000

AUD 1,000

NONE

24 – 48 Hours

No entry or exit fees.

Management Fee of 2% per annum.

Performance Fee of 20% of profits over a High Watermark.

Synergy FX PHOENIX at a glance

Online applications can be made at : www.synergyfx.com.au/phoenix

Carefully read the documentation that you will receive as part of the application.

Complete the application form according to:

a. An Individual or Joint applicationb. For funds / trustsc. For companiesd. For wholesale (please discuss process with our

customer services)

Once approved you will receive a Statement Of Advice detailing why we advise the strategy is suitable for you.

Synergy FX, Level 27, 25 Bligh Street Sydney, NSW

+61 2 8274 2600(24 hours a day, 5 days a week)

support@synergyfx.com.au

www.synergyfx.com.au

Funds Management

Synergy FX is a registered trading name of Synergy Financial Markets Pty Ltd (Synergy). Foreign exchange and derivatives trading carry a high level of risk. Before you decide to trade foreign exchange, we encourage you to consider your investment objectives, your risk tolerance and trading experience. It is possible to lose some or all of your initial investment, so do not invest money that you cannot afford to lose. Seek advice from an independent financial or tax advisor if you have any questions. The FSG and PDS are available upon request. Synergy Financial Markets Pty Ltd is authorised and regulated by ASIC, AFSL number 403863

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