Portfolio Management

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Portfolio Managment

Portfolio Management

What exactly is Portfolio Management with Skanestas Investments? Let’s take an experienced team, add an advanced infrastructure, top it up with complete industry & objective understanding, and spice it up with a dedicated, every-client-tailored approach!

The simple fact is, we at Skanestas Investment are a traditional financial company. Our main principle is – we treat our customers in a way we would like to be treated, so it’s only natural that when providing our services we abide by principles of best execution, fairness and transparency.

What exactly is Portfolio Management with Skanestas Investments Limited? Let’s take an experienced team, combine it with robust infrastructure, add deep industry insight and objective understanding — and top it off with a dedicated, client-tailored approach, always acting in the best interests of the client in accordance with relevant law. That’s what Portfolio Management means to us.
At Skanestas Investments Limited, we’re a traditional financial company committed to treating clients the way we would want to be treated. We deliver our services in line with the principles of best execution, fairness, and transparency, always focusing on our clients’ individual investment goals and risk profiles.

Why Portfolio management?

Portfolio management is based on the profit-sharing model, where a scaled performance fee is charged on the profits, subject to a hurdle rate and a high watermark. The key advantages for our clients are the high watermark principle, absence of management fees and no interim commission charging – only when you see the result. *execution fees apply.

When investing your capital is at risk and the value of your investments may fluctuate

Our Strategies

We have tailored various strategies under portfolio management to suit the needs of our clients.

AVAILABLE STRATEGIES

	BALANCED STRATEGY	CAPITAL GROWTH STRATEGY	SPECULATIVE STRATEGY
SUITABLE FOR TYPE OF CLIENTS	RETAIL & PROFESSIONAL	PROFESSIONAL	PROFESSIONAL
PORTFOLIO STRUCTURE AND LIMITS	Availability
Shares, ETF's, Depositary Receipts	✓	✓	✓
Bonds, Money Markets Instruments	✓	✓	✓
Repo	✗	✓	✓
Exchange Traded Derivatives on FX, Indices, Commodities	✗	✓	✓
Other Exchange Traded Derivatives	✗	✓	✓
OTC Derivatives	✗	✓	✓
Currency Conversion	✓	✓	✓

The Portfolio Manager exercises full discretion in managing three strategies.
Additionally, he can vary the degree of leverage applied in each strategy as he deems fit, and as per the following limits:

– Speculative Strategy: PM can vary leverage from 1 to 10
– Capital Growth Strategy: PM can vary leverage from 1 to 5
– Balanced Strategy: No leverage used

Each investment strategy offers a wide spectrum of investment options with varying levels of risk and return expectations, always based on the results of the suitability assessment the client has taken. When a client wishes to open a Portfolio Management account with Skanestas, he will be required to fill out several forms, including the Client Questionnaire (essentially, a suitability test), Investment Declaration etc. to establish his risk profile. Any tailored portfolio requests from Clients are also considered.

Our Fees

Our trading approach combines proprietary research with strategies such as short-term momentum, mean reversion, trend following, and volatility breakouts. We also apply reversal signals, factor timing, and other uncorrelated indicators, supported by automated execution and risk controls. Given the specialised nature of this approach, a customised fee structure applies, as per the below