Synergy FX is the only broker in Australia that is a fully licensed and regulated funds manager. Synergy FX manages the trading accounts of hundreds of private individuals as their Phoenix strategy achieves returns of 150% in 19 months. Synergy FX clients benefit from money saving offers at My Synergy as clients receive points based on how much they trade that can be used to save money on commissions and swaps.

1. Funds Management
SYNERGY FX PHOENIX STRATEGY
Individually Managed Account
+61 2 8274 2600
(24 hours a day, 5 days a week)
Exposure to the higher returns available from
our unique access to foreign exchange trading
as an asset class with our proprietary macro
style trading.
www.synergyfx.com.au
FX

2. Proven Strategy
We use a proven strategy to access the higher returns available from the only true 24 hour
globally traded market.
Synergy FX Phoenix Strategy offers:
A tracked
and verified
investment
gain
Diversification from your
existing portfolio
Delivering alternative returns in a low yield environment
We are experts in our field
Our executive team together have almost 100 years experience in fx and financial markets, so
we have an edge when it comes to sourcing trading opportunities. Our knowledge of the market,
operational expertise and active risk management means we can structure our deals to achieve
optimum results for our investors.
A structured and disciplined approach to risk management
We have a structured and disciplined approach in relation to fx trading and exposures created
which form the strategy portfolio.
Our funds management team
actively monitors and manages all
aspects of trading with the oversight
of our investment committee, with a
focus on risk profiling, optimisation
and configuration, ongoing risk
monitoring and stress testing.
Being a fully advisory business,
we take in to consideration your
financial circumstances, investment
objectives, risk tolerance and trading
experience to determine suitability
for investment.
We actively manage fx trading risks Advisory business, client protection
Lucrative
returns without
relying on the
share market
Active management of your funds
Healthy returns
across all
investment cycles
including
market downturns

3. The average investment
amount in to Phoenix….........................
Average monthly return….....................
45k
5.02%
Individually Managed Accounts
All deposited funds are held in segregated accounts in the
name of the clients, making entry / exit extremely easy.
Profit and Management Fees
Profits are realised in real time on your account, and fees
accrued and levied on a monthly basis
Did you know?
There is no restriction on access to your funds
under our Individually Managed Account –
funds are available within 24hours unlike many
Unit Trust investments which have horrible
lock in periods.
Trade Distribution
The managers trade the strategy as a
whole, and each client receives a direct
allocation at the point of trade based upon
the size of the client account. Meaning that
all clients enjoy the same trades,
exposures, and performance.
Transparency
All currency trades and positions
are held beneficially by the client
Real Time Reporting
All real time values and positions can be
monitored directly by the client
by simply ‘logging in’to the Synergy FX
trading system.
Investor Flexibility
As this is an Individually Managed
Account you have complete ability to
withdraw profits and / or capital to meet
your requirements or of course to let
gains accumulate and enjoy compound
returns.
USDJPY AUDUSD AUDNZDEURUSD NZDUSD EURGBPXAUUSD AUDJPY USDCAD GBPUSD
Since inception of Phoenix in Sept 2013:
36.7%
19.4%
10.2%
12.2%
11.2%
Typical breakdown of currency pairs traded
Investor

4. Strategy Basics
The cornerstone of the trading philosophy is that the
momentum of a directional trend can be quantified as a
function of both price and time. The strategy is not based
specifically on price inefficiencies in the FX market as much
the philosophy that trends have a beginning, a middle and
an end. And that the function of time is as important to the
condition of a trend as the price when measuring the
magnitude of the potential change in currency prices. We
believe the trading philosophy is unique in its simplicity; in
so much as the decisions on when to buy and sell are driven
by simple, yet time proven indicators and not complex
algorithms or a black box.
Why Synergy FX Funds Management?
Synergy FX is an independent Australian Financial Services provider that focuses primarily on
currency management. We are an innovator in the Individually Managed Account hedge
fund space, and the products and the services we provide are of the highest quality.
Synergy FX’s services are precisely tailored to the aims and needs of clients, who benefit from
our years of experience in financial product creation. We pride ourselves on our customer
support and care and security of client funds.
Synergy FX is fully licenced by the Australian Securities and Investments Commission
(ASIC).
>>> Our proven investment process is at the core of our success
Our proven investment process and strong risk management and compliance culture is at the
core of our success and has been honed over a number of years through multiple investment
cycles.
Phoenix investors enjoy access to some of Australia’s most experienced and highly qualified
professionals from the foreign exchange and banking industry, who are actively involved in all
aspects of our investments.
Our boutique structure allows us the flexibility to capitalise on investment opportunities that we
believe provide the most medium and long term value for our clients

5. PhoenixSince the Phoenix trading
strategy inception in 2013….
Of investors have received consistent
high returns
Of investors have had the complete
flexibility to withdraw funds
Of the investors have received
annualised returns in excess of 60%
Strategy Objective
Account Type
Profit Realisation
Inception
Managed Discretionary Account
Manager
Minimum Initial Investment
Minimum Additional Investment
Minimum Investment Term
Withdrawals
Fees
To provide investors with consistent returns and capital
stability through carefully chosen investments in
globally traded foreign exchange currency pairs.
Individually Managed Account.
Real time
September 2013
Synergy Financial Markets Pty Ltd AFSL 403863
AUD 10,000
AUD 1,000
NONE
24 – 48 Hours
No entry or exit fees.
Management Fee of 2% per annum.
Performance Fee of 20% of profits over a High Watermark.
Synergy FX PHOENIX at a glance

6. Online applications can be made at :
www.synergyfx.com.au/phoenix
Carefully read the documentation that you will receive as part of
the application.
Complete the application form according to:
a. An Individual or Joint application
b. For funds / trusts
c. For companies
d. For wholesale (please discuss process with our
customer services)
Once approved you will receive a Statement Of Advice
detailing why we advise the strategy is suitable for you.
Synergy FX, Level 27, 25 Bligh
Street Sydney, NSW
+61 2 8274 2600
(24 hours a day, 5 days a week)
support@synergyfx.com.au
www.synergyfx.com.au
Funds Management
Synergy FX is a registered trading name of Synergy Financial Markets Pty Ltd (Synergy). Foreign exchange and derivatives trading carry a high level of risk.
Before you decide to trade foreign exchange, we encourage you to consider your investment objectives, your risk tolerance and trading experience. It is
possible to lose some or all of your initial investment, so do not invest money that you cannot afford to lose. Seek advice from an independent financial
or tax advisor if you have any questions. The FSG and PDS are available upon request. Synergy Financial Markets Pty Ltd is authorised and regulated by
ASIC, AFSL number 403863
How to Invest
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