INVESTMENT STRATEGIES / Our Core Programmes 

Chelton Wealth aims to generate attractive risk-adjusted returns for its clients. Risk management is central to the firm’s culture. Our unique methods for managing volatility and “left side” tail and extreme risk are an integral component of our offerings.

Our core investment capabilities lie in the following areas:

Currency Alpha:
‘We manage global currency alpha portfolios and seek to achieve mid-teens returns over rolling periods. We expect these returns to be uncorrelated with other asset classes. Managed accounts available. What is a Managed account?

Currency Overlay:
We offer a choice of currency management solutions to help reduce risk and/or enhance returns via alpha strategies and through dynamic or passive hedging. Managed accounts available.

Dynamic Hedging:
Our team of experienced professionals combine their extensive knowledge of the drivers of financial markets across asset classes with a systematic approach, aiming to generate alpha returns for investors in both funded and overlay investment strategies. Managed accounts available.

Alternative Strategies:
Alternative Strategies (AS) pursues its objective by using various investment strategies and allocating its assets among multiple sub-advisers who employ a variety of investment strategies in pursuit of attractive returns consistent with capital appreciation.

Opportunity:
Opportunity is a dynamic multi-strategy hedge fund that runs a concentrated portfolio of diverse positions. The Fund has a bias towards with a market overlay to take advantage of the current high volatility. The Fund trades FX, equities, OTC and listed options, market and commodity futures. As the name suggests, the Fund is opportunistic in nature and will also utilise leverage for short-term trades and overlays.

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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.

Privacy Policy: We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Chelton Wealth does not offer its services to residents of certain jurisdictions such as USA, Iran, Cuba, Sudan, Syria, North Korea, Canada and Japan.

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