An actively managed, variable-return mandate. Three distinct risk profiles, a transparent 25% performance fee on a high-watermark basis, and full visibility on the platform — alongside your Fixed and Private Equity allocations.
The VFX Strategy is the group’s active trading programme, made available to VFX Wealth private clients inside a structured, fee-transparent wrapper. It targets compounding through disciplined active risk — not steady income, not lottery tickets.
Execution runs on the client’s own MT5 account under a signed Limited Power of Attorney. Mandates are offered at three preset risk profiles, so clients choose the volatility envelope that matches the role they want this seat to play within the three-pillar allocation.
Each profile is the same strategy run at a different risk budget. Bounded leverage, drawdown and position sizing per profile. Clients can switch at any time; changes bind new trades only.
Tightest volatility envelope. Smaller position sizes, lower leverage, strict drawdown limits. Often used to complement a larger FCMA SPV allocation.
The default configuration. Standard position sizing and leverage. Intended as a standalone Variable seat within a three-pillar allocation.
Higher volatility envelope. Larger positions and leverage in pursuit of greater compounding. Not suitable as the entire portfolio.
Performance fees accrue only against new highs. The dashed amber line is the high-water mark; the green line is mandate value over time. Illustrative only.
The VFX Strategy is the trading strategy of the Vortex FX group, made available to private VFX Wealth clients as an actively managed mandate. It is designed to do a specific job inside a three-seat portfolio: compound capital over time, with returns that are explicitly variable rather than fixed.
Execution is routed through our regulated execution and custody partners. As a private client you receive a consolidated view of the mandate inside the VFX Wealth Interactive Investment Platform, with performance, statements and fee accrual surfaced alongside your Fixed and Private Equity allocations.
The VFX Strategy is offered with a transparent 25% performance fee on a high-watermark basis. No management fee, no entry fee, no exit fee. Fees only accrue on net new profits above the client’s prior peak, and the high-water mark only ratchets upward — clients never pay twice on the same profit.
Billing periods are quarterly. The platform surfaces the current high-water mark, profit above HWM, accrued fee estimate, and lifetime fees paid — in near real time, alongside positions.
The VFX Strategy is intended for private clients comfortable with variable returns and mark-to-market volatility, who want active management as a component of a broader wealth plan rather than as the whole plan.
Capital is at risk and returns are variable. The VFX Strategy can produce negative returns over any given period; drawdowns should be expected. Past performance is not a reliable indicator of future results, and no return is guaranteed. Performance-fee mechanics, high-water marks, hurdles and calculation methods are disclosed in the mandate documentation. The VFX Strategy is operated by VFX Wealth, a trading name of Vortex FX Ltd, a Saint Lucia licensed FX & CFD brokerage regulated by the Financial Services Regulatory Authority (FSRA). This page is marketing content and does not constitute investment advice or a solicitation; it is aimed only at eligible professional and high-net-worth clients.
The VFX Strategy is normally held in combination with the Fixed and Private Equity mandates. That is how the three-seat logic is intended to work.
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