INVESTING

THE SYNERGY STRATEGY


Our flagship investment vehicle is the recently launched Synergy Strategy.  This is more than a collection of trading algorithms which never sleep.

The Synergy Funds Management team utilises extensive market experience as Inter-bank desk Traders, Risk Managers and Market Analysts, to generate the best possible return for your investment. To ensure the Synergy Strategy will always be performing at its best, the team will always strive to research advancements and improvements with our methodology, and create viable opportunities in ever-changing market conditions.

Excitingly, the team will be evaluating new assets to trade. As well as the standard foreign exchange contracts, we will also be looking for opportunities in commodities, global equity indices, and cryptocurrency crosses. The team recognise that diversifying the strategy in this way will allow even greater returns for the same level of risk without an increase in leverage. As the strategy is proven in FX, the team will develop new signals for those assets.

You will be allocated a dedicated and trustworthy Account Manager who will be able to discuss the results with you, and happy to aid you during your time with us. You can request to review your investment, and they will be keeping you informed of any exciting changes to Synergy, or the trading strategies.

INVESTING


Once you are satisfied that our Synergy Strategy is aligned with your own risk appetite and personal objectives you will then need to open an account by completing this application form here.

After investing an amount of your choice (minimum deposit applies) our highly skilled professionals place trades on your behalf using the currency market.

All monies deposited remain in your name and only you can withdraw them.

GETTING STARTED


Once you are satisfied that our Synergy Strategy is aligned with your own risk appetite and personal objectives you will then need to open an account by completing this application form here.

After investing an amount of your choice (minimum deposit applies) our highly skilled professionals place trades on your behalf using the currency market.

All monies deposited remain in your name and only you can withdraw them.

Create My Account

KEY FEATURES OF THE SYNERGY STRATEGY


  • Safety - your funds are held in a segregated account in your name.
  • Security - withdrawals and deposits can only be made by you alone.
  • Carefully risk managed with low leverage.
  • Fully regulated in Australia.
  • Proven track record.
  • Profits available in both rising and falling markets.
  • Transparency - monitor your investment on any device.
  • Blending technical and fundamental provides the edge.
  • Available in AUD and USD.
  • 20% performance fee (with high watermark), 2% p.a. management fee.

FREQUENTLY ASKED QUESTIONS


Check out below some of our frequently asked questions.  More questions and answers can be found on our FAQ page.

What are the startup and ongoing costs? +

There is no fee to join Synergy but each product carries it's own performance and management fee. Please refer to the relevant PDS for each strategy.

How do I apply and what is the process? +

You apply by completing the form on the Join Now page. You will be asked for some basic personal details and then linked to our application process.

Because this is a regulated product we are required to ask a number of personal questions which include basic assets and liabilities – what you own and what you owe. We have a responsibility to check that investing in our products will not cause you financial difficulty.

The application also includes questions about your approach to risk. A personal application may require about 15 minutes to complete. Once your application is complete an identity check is performed, and for overseas applicants you will be required to provide some government photo identification and also proof of your residential address – this can be an utility bill, bank statement, rates notice or similar.

When your application is approved (please allow a couple of days) you will be issued a Statement of Advice that shows we understand your investment objectives and consider this investment suitable for you. Overseas applicants are required to sign and return this. You are then invited to fund your account, and once that is done the trading starts automatically. You’ll also be advised of your account number and password. For the Argonaut Strategy, you’ll be provided a link to download the Metatrader software so you can monitor your investment whenever you wish.

Is Synergy regulated? +

Yes, we are. Synergy is the trading name of Synergy Financial Markets Pty Ltd AFSL 403863. You can find out more on our Regulation page.

How do I access my money? +

You have live access to your money using the trading software we provide. You can deposit or withdraw funds from your account at any time.

Is the Risk managed? +

Yes, the Risk is managed manually at ALL times to take into account changing markets conditions enabling the traders to act on mitigating unforeseen scenarios as well as capitalise on any new profitable trades.

Where is my capital held and are the funds safe? +

Client funds are held in the safety of our Client Trust account with the Commonwealth Bank of Australia (CBA). These funds are held separately from our operation funds.

Synergy Performance Report

View and download the Synergy Strategy Performance Report here for all current and backtest results.

Detailed reports can be provided upon request. Just drop us a line at accounts@synergyfundsmanagement.com and we'll get these over to you.