Phoenix Strategy

Create your financial future by investing

with Synergy FX

Synergy FX is an ASIC licensed

independent Australian Financial

Services provider focused p r e d o m i

n a n t l y o n c u r r e n c y management.

Founded by investment markets,

c o m p l i a n c e a n d i n f o r m a t i o n

technology professionals, the team at

Synergy FX are committed to their

vision to deliver world class, best of

breed products and services.

An innovator in the Foreign Exchange

(FX) Individually Managed Account

(IMA) space, Synergy FX's services are

precisely tailored to the aims and

needs of our trading clientele.

Synergy FX’s flagship managed

offering, the Phoenix IMAs, offer an

attractive risk/return ratio together

with high liquidity and low

correlation to traditional investment

markets.

Having reached the critical first year

performance milestone, and returning

79% net to investors, Synergy FX now

invites new investments into Phoenix.

+

innovative, disciplined,

risk conscious Synergy FX

创新，纪律及风险意识

+

创造您的财务未来

是一家拥有澳大利亚 ASIC（澳大利

亚证券及投资委员会）牌照并专注

于货币管理的独立金融服务提供

者。

在通过投资市场、合规性及信息技

术专业人员的基础之上，Synergy团

队承诺提供世界级的最好的产品与

服务。

身为外汇领域中个人管理账户

（IMA）的创新者，Synergy能依照

交易客户的需求与目的来提供完全

客制化的服务内容。

Synergy 为您呈现我们的旗舰项目 –

Phoenix 个人管理账户，提供极具

吸引力的风险/回报率，良好的资金

流动性及与传统投资市场关联性相

对较低

在完成了投资期满第一年时，项目

投资者的净投资回报达到了 79%的

年化收益率。Synergy 现在邀请新

的投资资金加入 Phoenix 个人管理

账户。这是一个提供过 79%年化收

益率给投资者的项目

73% net

since incep-

tion:

Phoenix FX

Employing selective invest-

ments in spot margin foreign

exchange contracts, the ob-

jective is to deliver consistent

returns in both rising and fall-

ing markets.

Simultaneously, the Phoenix

strategy aims to smooth the

volatility risk inherent in cur-

rency markets.

Low risk, high frequency trad-

ing models are sourced from

Synergy’s trading universe

and deployed to exploit rela-

tive mispricing, short term,

and arbitrage opportunities.

Designed to achieve medium

to long-term capital growth

Phoenix IMAs target an aver-

age return of between 1% and

5% per month. Leverage may

be adjusted to suit each clients

risk/reward profile.

Phoenix has returned 73% net

to investors since inception.

+

source: myfxbook

source: myfxbook

79% net

since

inception:

Phoenix FX

Employing selective

investments in spot

margin foreign exchange

contracts, the objective is

to deliver consistent

returns in both rising and

falling markets.

Simultaneously, the

Phoenix strategy aims to

smooth the volatility risk

inherent in currency

markets.

Low risk, high frequency

trading models are

sourced from Synergy’s

trading universe and

deployed to exploit

relative mispricing, short

term, and arbitrage

opportunities.

Designed to achieve

medium to long-term

capital growth Phoenix

IMAs target an average

return of between 1%

and 5% per month.

Leverage may be

adjusted to suit each

clients risk/reward

profile.

73% net

since incep-

tion:

Phoenix FX

Employing selective invest-

ments in spot margin foreign

exchange contracts, the ob-

jective is to deliver consistent

returns in both rising and fall-

ing markets.

Simultaneously, the Phoenix

strategy aims to smooth the

volatility risk inherent in cur-

rency markets.

Low risk, high frequency trad-

ing models are sourced from

Synergy’s trading universe

and deployed to exploit rela-

tive mispricing, short term,

and arbitrage opportunities.

Designed to achieve medium

to long-term capital growth

Phoenix IMAs target an aver-

age return of between 1% and

5% per month. Leverage may

be adjusted to suit each clients

risk/reward profile.

Phoenix has returned 73% net

to investors since inception.

+

source: myfxbook

source: myfxbook

自成立以来的

净 利 7 9 % ：Phoenix FX

投资于外汇现货保

证金合约的目的在

于不管市场是或涨

是跌，都能持续的

创造投资回报。

同时，凤凰交易策

略致力于减低货币

市场内部波动所带

来的风险。

低风险，高频率的

交 易 模 型 源 自 于

Synergy的交易法

则 及 利 用 错 误 定

价、短期策略及套

利机会等交易策略

而成。

为了达到中长期的

资 本 增 长 ，

Phoenix个人交易

策略的目标在达成

平均每个月1%~5%

的年化收益率。杠

杆比率可以按照每

个客户的风险/回报

要求不同而进行调

整。

Simultaneously acting as Head of Research

and Strategy, Synergy CEO Christian Dove is

responsible for both the underlying invest-

ment philosophy as well as the selection of

suitable traders for inclusion in the Phoenix

IMA portfolios.

As a trader himself with over 20 years treas-

ury management, credit, liquidity and risk

control experience, he brings an unprece-

dented level of skill and knowledge to the dy-

namic space that is FX investment and trad-

ing.

experienced, diligent, pas-

sionate Portfolio Managers and Traders

+ experienced, diligent,

passionate Portfolio Managers and Traders

Simultaneously acting as Head of Research

and Strategy, Synergy CEO Christian Dove

is responsible for both the underlying

investment philosophy as well as the

selection of suitable traders for inclusion in

the Phoenix IMA portfolios.

As a trader himself with over 20 years

treasury management, credit, liquidity and

risk control experience, he brings an

unprecedented level of skill and

knowledge to the dynamic space that is FX

investment and trading.

An innovative thinker with a keen eye for

emerging opportunities, Christian scans

the Synergy FX trading universe for

talented, diligent and passionate traders to

add value to the Phoenix IMAs.

Supported by experienced client care,

accounting and compliance professionals,

Phoenix traders are free to concentrate on

identifying appropriate opportunities in

global FX markets; trading them

appropriately to meet return objectives.

experienced, diligent, pas-

sionate Portfolio Managers and Traders

+ 经验丰富，勤奋，

具有热情的

投资组合管理者与交易员

Synergy FX 首席执行官Christian Dove

先生同时作为市场研究和交易策略的主

管，负责为Phoenix个人管理账户投资组合制定

相关投资哲学及挑选合适的交易人员。

身为一个交易人员，Christian Dove先生

作为拥有20年以上的交易部门管理、信用

往来、资金流动性及风险管理的经验，他

在外汇投资和交易的领域中带来前所未有

的技能和专业知识。

作为一个对新兴机会拥有敏锐观察力的创

新思想家，Christian先生运用Synergy的

交易法则协助那些具有天分，勤奋并具备

热情的交易员们进行审视并为Phoenix个

人管理账户增添更大的价值

凭借着经验丰富的客户关怀、专业的审计

和严格遵从法规，Phoenix的交易员们能

够专注在全球外汇交易市场中寻求合适的

获利机会并达到预期的收益目标。

APPLICATION PROCESS for investing in Phoenix IMAs

All investments in Phoenix IMAs are coordinated from Synergy FX’s

Australian based headquarters in Sydney. Working with trusted global

alliance partners, we can facilitate the account opening process efficiently

and effortlessly in a matter of days. To find out more and open your new

Phoenix IMA, please contact your local representative on + 61 2 8274 2600

or email accounts@synergyfx.com.au

INVESTOR PROFILE of Synergy Clientele in Phoenix IMAs

Synergy FX services the needs of the full spectrum of investor profiles

including High Net Worth Individuals, Superannuation Fund Trustees,

Corporate Accounts and Private Clients alike. Ideal as an alternative

investment overlay to a traditional equities, property and cash based

portfolio, Phoenix IMAs introduce non correlated returns to enhance overall

performance.

CORE STRATEGIES deployed by Synergy FX for Phoenix IMAs

Market making and arbitrage are complimented by a variety of trading

strategies whether event driven or correlation based and are subsequently

executed as spread, pairs and/or long short positions. Contingent on

prevailing market conditions, Phoenix is ever ready with a diverse range of

techniques to seize upon profit opportunities.

Synergy FX Phoenix个人管理账户的核心策略

造市和避险都是一种交易策略的溢美之词，无论是事件驱动策略或是关联交

易策略和基于点差执行的交易策略与多空部位策略等等，都取决于当前的市

场状况，Phoenix随时都有各种不同的交易技术来得到获利机会。

Phoenix个人管理账户中关于Synergy客户的投资者类型

Synergy FX 提供服务于各种不同属性的投资者类型，包括高净值资产的个人、

养老基金信托公司、企业账户和私人客户。理想的另类投资覆盖于传统

股票、地产和以现金为基础的投资组合之上，Phoenix个人管理账户引入非

关联性回报以增加整体绩效表现。

投资Phoenix个人管理账户的流程

所有Phoenix个人管理账户的投资都是由位于澳大利亚悉尼的Synergy FX总

部来协作完成的，在与值得信任的全球合作伙伴的合作下，我们能帮助您

在几天之内轻松地完成开户的程序。想了解更多并开设您全新的Phoenix个

人管理账户，请联系您当地公司的代表 + 61 2 8274 2600，或发送邮件到

accounts.cn@synergyfx.com.au。

+61 2 8274 2600

DISCLAIMER: This guide is intended to provide general information only and has

been prepared without taking into account any person’s objectives, financial

situation or needs. Foreign exchange and derivatives trading carry a high level of

risk, and may not be suitable for all investors. Before you decide to trade foreign

exchange, we encourage you to consider your investment objectives, your risk

tolerance and trading experience; and to seek advice from an independent financial

or tax advisor if you have any questions. The FSG and PDS are available upon

request. Past performance is not a indicative of future results

Synergy FX is a registered business name of Synergy Financial Markets Pty Limited.

Synergy Financial Markets Pty Ltd is authorised and regulated by ASIC, AFSL

number 403863