Fixed Income Diversified

A fixed income, alternative bond structure diversified across different South American industries, yet USD denominated to minimise investors' currency exposure. The LATAM bond market has been near impossible for non accredited investors to participate in, but not any more.

Fixed Income Diversified (South America) is based on Brazilian and other South American corporate bonds (and potentially some South American government bonds) from a variety of industries such as energy, real estate, the automotive industry, to diversify investor risk across multiple industries and sectors.

Launch Date: September 2022

Open an Account with SGT.

With investment, your capital is at risk.

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Program details by trademakers

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Minimum Investment

$5,000

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Minimum Investment

Invest from $5,000 and upwards in increments of just $5,000.

Typically investing in programs designed by professional and active managers requires a much larger investment, but trademakers’ private clients can enjoy similar terms and conditions as our large, institutional investors.

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Default Leverage

None

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Default Leverage

The potential high level of volatility in Foreign Exchange (FX) market makes the use leverage risky and can potentially be harmful to an investment portfolio, which is why risk management is of the highest importance to program managers.
 
However, the FX market is an old investment “asset class” where professional managers manage to blend the investment strategy with tight risk management. The evolving of volatility in this market can change the leverage of the program from time to time, so the program is adjusted to remain in line with prevailing market conditions.

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Strategy Currency

USD

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Strategy Currency

Fixed Income Diversified (South America) uses US Dollars as the base currency for all investments in this program. This standardisation of base currency is to ensure that all investors are all treated equally in terms of performance calculations, irrespective of which currency is used to fund the trading account with a broker.

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Swiss

Regulated

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Swiss Regulated

The program manager may be an independent or a third-party asset manager; however, the advisory service for all investment programs is regulated via PolyReg under FINMA in Switzerland.

Investing in Alternative strategies can generate significant returns, but is often considered a high-risk investment.

That’s why we recommend allocating no more than 10% to 20% of your portfolio to this asset class.

This is especially important given that these can be leverage products (see Terms & Conditions of the strategy).

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Track Record

13 Months

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Risk Level 4-5

Risk Willing

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Risk Level: 4-5 (Risk Willing)

Investors in Risk Willing programs understand that investments can go down and up sharply with the greater potential for increased returns over the long-term.

You are prepared to accept fairly high levels of risk with your investments, to help you achieve your goal of achieving higher investment returns in the longer term. You accept that this may mean that the value of your investments may fluctuate considerably over short periods of time, and that there is an increased risk of capital loss compared with investing in lower risk investment programs.

View our Investment Risk Scale

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Lock In

6 Months

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6-Month Lock In

Funds can be withdrawn from this program with a minimum of three month's notice (although it may take up to 6 months for all positions to be closed and funds returned to your account). All requests to transfer money out of the program, or into it, are processed at the end of each calendar month.

For example, if you request a withdrawal from this program on the 15th of the month, your funds will be available to withdraw within 3-6 months from that date.

Program Performance

All performance data is injected into these charts directly, with no human interference.

Monthly Performance

The chart above is based on monthly gross performance since 2022.

Annual Gross Performance

The chart above is based on compounded annual gross performance since 2022.

Key Statistics

*Past performance should not be construed as an indicator of future performance.

Terms & Conditions

Fixed Income Diversified (South America)

Account Opening
FREE

FREE
Performance Fee
10%

High water marks, monthly

10%
Management Fee
0%
0%

How to Invest

trademakers sources, qualifies and provides risk management oversight on all investment programs and their managers, while our custodian and execution partner SGT provides the technology, client on-boarding and trading infrastructure.

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Step 1

When you invest in a trademakers program, the first step is to open an account with SGT Markets.

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Step 2

When your account with SGT has been approved, we will send you an Investment Agreement which you will need to sign and return to SGT to complete your account set up.

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Step 3

Now your account has been opened, you simply need to deposit sufficient funds to cover your investment in any selected trademakers investment programme.

The Strategy

High-Yield Opportunities

Fixed Income Diversified (South America) seeks to take advantage of higher interest rates, without the currency risk.

The investment will focus on buying short-term corporate and government bonds with an average 2 to 2.5 years to maturity. The investment seeks to mitigate investor risk by diversifying the number and types of bonds invested in.

The product is executed and custodian with a large financial institution in Brazil, backed by private company with a strong balance sheet of USD2.5 billion. Investor funds will be converted into stable coins and deposited with our Brazilian custodian, and held with our custodian in cold storage.

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Is Fixed Income Diversified (South America) right for me?

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Who is it for?

Hedge Funds and Alternative investment programs normally have a higher risk than traditional mutual funds, which only makes them suitable for investors willing to take a higher risks in the diversification of their portfolio.

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What do we invest in?

Fixed Income corporate, and potentially government, bonds from multiple industries in South America via blockchained stable coins.

What do I need to do?

Apply for an Account with SGT, our partner custodian. And as soon as you have been approved and have funded your account with sufficient funds to cover your investment choices, your account will then be ready to invest into the programs you choose to invest in.

Open an Account with SGT.

Is Investing for you?

Find out with our free program newsletters, and get instant access to:

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Historical performance since launch

Stay up to date on each investment program's performance to date, max drawdown, and performance insights.

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Detailed weekly performance

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In-depth fractionalised investment market insights

Stay informed with in-depth market insights into the fractionalised investment market from program strategists.

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Why choose trademakers?

Professional risk management

All investment strategies are overseen by the Risk Management team at JP Fund Services SA, which has been conducting Risk Management investment services since 2007.

Institutional-grade investments

Invest like a pro on the same conditions as the big financial institutions but without the hefty minimum investment. trademakers makes investing in professional strategies easy and at far lower entry levels than traditional investments.

Regulated security of your funds

Your money is held by our preferred regulated custodian SGT. You simply give us permission to place your funds into your selected programmes, but not to transfer or withdraw any of your money.

Fixed Income Diversified (South America)

The Team

JP Fund Services has created diversified portfolios and investment opportunities in a variety of alternative assets classes for private clients and institutions since 2007.

The investment specialists at JP Fund Services have decades of experience in managing hedge funds, managed portfolios and bespoke investment strategies across asset classes and risk profiles.

JPFS is proud to bring this professionalism to fractionalised investment opportunities for non-accredited investors on trademakers.com

CEO Peter Kristensen says, 'As specialists in alternative investment risk management tailored to medium-term goals and a range of risk appetites, JPFS seeks to create alpha for every investor it serves, big and small.'

Sit back and let the experts trade for you.

Open an Account with SGT.