Managed investment plans

Structured investment accounts for hands-off market exposure

Our managed investment plans allow you to participate in financial markets without actively trading. Capital is allocated across a defined strategy, managed by our trading desk, with clear terms, transparent fee structures, and regular performance reporting.

Important risk warning: Managed investment plans involve risk to your capital. Past performance is not a reliable indicator of future results. Returns shown are historical and not guaranteed. Only invest capital you can afford to lose. These plans are not suitable for everyone. Please read the full risk disclosure before proceeding.

Plans available

4

Conservative to aggressive

Minimum investment

$500

Starter plan entry point

Reporting frequency

Weekly

Delivered to your inbox

Withdrawals

Monthly

At end of each billing cycle

Plans

Choose a plan that matches your risk tolerance

All plans are managed by our internal trading desk with full transparency on strategy, holdings, and performance. You retain ownership of your capital at all times.

Starter

Low risk

Conservative

Capital preservation with modest growth. Suitable for investors new to managed accounts or with low risk appetite.

Historical annual return

6 – 12%

Past performance. Not guaranteed.

Risk level: Low

Min. investment: $500
Lock-in period: 30 days
Management fee: 1.5% p.a.
Performance fee: 10% of profits
Weekly performance report
Dedicated account manager
Custom strategy consultation

Strategy mix

US Equities Gov Bonds Cash
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Growth

Moderate

Balanced

Balanced growth across equities and forex strategies. Suitable for investors with a 6–18 month horizon and moderate risk tolerance.

Historical annual return

14 – 24%

Past performance. Not guaranteed.

Risk level: Moderate

Min. investment: $2,500
Lock-in period: 60 days
Management fee: 1.8% p.a.
Performance fee: 15% of profits
Weekly performance report
Dedicated account manager
Custom strategy consultation

Strategy mix

Equities Forex ETFs
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Elite

High risk

Aggressive

Fully discretionary management with leveraged positions, derivatives, and concentrated bets. Bespoke strategy. Not suitable for most investors.

Historical annual return

50%+

Past performance. Not guaranteed.

Risk level: Very high

Min. investment: $50,000
Lock-in period: 180 days
Management fee: 2% p.a.
Performance fee: 25% above HWM
Weekly performance report
Dedicated account manager
Custom strategy consultation

Strategy mix

Leveraged Derivatives Bespoke
Contact us to apply

Comparison

Plans side by side

Feature Starter Growth Advanced Elite
Minimum investment$500$2,500$10,000$50,000
Target annual return6–12%14–24%28–48%50%+
Lock-in period30 days60 days90 days180 days
Management fee1.5% p.a.1.8% p.a.2.0% p.a.2.0% p.a.
Performance fee10%15%20%25% HWM
Weekly reports
Dedicated manager
Custom strategy
Withdrawal frequencyMonthlyMonthlyMonthlyMonthly
Early exit penalty2%2.5%3%5%

Returns calculator

Estimate your returns

Use this tool for indicative purposes only. Projections are based on historical plan performance and assume returns remain constant — which they will not. All figures are before tax.

This calculator does not constitute financial advice. Past returns are not a guarantee of future performance. Capital is at risk.

Projection tool

Est. gross return

$16,038

Est. total value

$26,038

After est. fees deducted

~$22,800

Projections use the mid-range historical rate. Fees are estimated only. Actual returns may be significantly lower or result in a loss of capital.

Process

How managed accounts work

From registration to first monthly report, here is what to expect when you open a managed investment account with us.

01

Open and verify

Register an account, complete KYC identity verification, and confirm your investor suitability questionnaire. This typically takes under 10 minutes.

02

Fund your account

Deposit via bank transfer, card, or cryptocurrency. Funds are held in segregated client money accounts, separate from company operating funds.

03

Capital is deployed

Our trading desk allocates your capital according to the strategy of your chosen plan. You can monitor positions and performance in your client dashboard at any time.

04

Withdraw or reinvest

At the end of your lock-in period, withdraw profits or reinvest to compound your returns. Withdrawals are processed within 3–5 working days.

Risk disclosure & regulatory notice

TradesFinders Ltd is incorporated in England and Wales (Company No. 09284710). Our managed investment plans involve significant risk to capital. You may receive back less than you invest. Past performance is not a reliable indicator of future results. Historical return figures shown are not guaranteed and refer to performance in favourable market conditions. Investment decisions should be made on the basis of the full plan documentation, which is available on request.

These plans are intended for professional and experienced retail investors who understand the risks involved. They are not suitable for investors who cannot afford to lose all of the money invested. Before investing, you should consider whether the product is appropriate for your circumstances and, if necessary, seek independent financial advice.

Client funds are held in segregated accounts with regulated banking institutions. TradesFinders Ltd does not use client funds for its own operational purposes.