Management

FRED MANNIX- EXECUTIVE VP, INVESTMENT MANAGEMENT, Accelerate Financial Technologies Inc. 

Fred has always been interested in capital markets and has overseen his own family capital since 2009. In 2019, Fred earned his CIM designation from the Canadian Securities Institute and has a B.A. from Florida Atlantic University. His strong entrepreneurial spirit was shining bright when he founded Millarville in 2009, a polo equipment company which was sold to Hurlingham Polo Association (HPA) in 2016. Today, Fred is a Worldwide Brand Ambassador for HPA. Fred is a director on Gryphon Corp, which manages a diversified portfolio for a private family office.

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Standard Wealth is administrated and advised by the highly qualified team of industry veterans from Accelerate Financial Technologies Inc. To learn more about each individual expertise, please visit our Team Section.

DETAILS

Type:
Long/Short North American Investment Portfolio

Management Fee:
0.00%

Performance Fee:
20%

Operating Expense Cap:
0.35 %

*Dividend Yield:
2.8%

Distribution Frequency:
Monthly and Quarterly

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Why Choose Standard Wealth?

Disciplined Leverage

Dividend Income

Performance Oriented
Fee-Structure

DISCLAIMER: The provided performance figures are gross investment returns which exclude fees and expenses charged to fee-paying accounts, be it on an individual basis or as part of a composite. The information in this summary does not constitute investment, legal or tax advice. Past performance is not indicative of future results. Any data provided in this summary should not be viewed as a recommendation or solicitation of an offer to buy or sell any securities or investment strategies. This information is based on prevailing market conditions and is not predictive of future performance. Standard Wealth and Accelerate Financial Technologies Inc. do not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this information and any liability is expressly disclaimed.

Monthly Performance

Performance as of 2024-Apr-30

2020 2021 2022 2023 2024
Jan  4.0% 1.4% 8.4% 1.4%
Feb 10.0% 0.1% -2.9% 4.4%
Mar -17.8% 6.8% 0.9% -0.1% 7.0%
Apr 11.9% 1.9% -2.7% 2.0% -1.9%
May 1.9% 2.2% 2.7% -4.2%
Jun -0.4% 5.6% -13.1% 3.0%
Jul -2.0% -2.1% 7.4% 8.4%
Aug 2.9% 1.9% -3.3% 1.5%
Sep -4.9% -3.4% -8.9% -1.1%
Oct -0.3% 5.2% 10.9% -3.6%
Nov 21.9% -0.4% 6.1% 4.2%
Dec 4.3% 3.9% -8.7% 3.9%
YTD 13.3% 41.2% -9.6% 20.4% 11.1%

Monthly Performance

Performance as of 2024-Apr-30

Year
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
YTD
2020
-17.8%
11.9%
1.9%
-0.4%
-2.0%
2.9%
-4.9%
-0.3%
21.9%
4.3%
13.3%
2021
4.0%
10.0%
6.8%
1.9%
2.2%
5.6%
-2.1%
1.9%
-3.4%
5.2%
-0.4%
3.9%
41.2%
2022
1.4%
0.1%
0.9%
-2.7%
2.7%
-13.1%
7.4%
-3.3%
-8.9%
10.9%
6.1%
-8.7%
-9.6%
2023
8.4%
-2.9%
-0.1%
2.0%
-4.2%
3.0%
8.4%
1.5%
-1.1
-3.6%
4.2%
3.9%
20.4%
2024
1.4%
4.4%
7.0%
-1.9%
11.1%

Strategy

Alternative Assets are a Standard Component to the modern portfolio

Diversified Portfolio Investments Using Leverage

Long Term – Market timing is tough

Risk-Reward Trade Off—Individual Risk Tolerance, Return Expectations

Monitoring is undertaken by both investment and back-office teams in ongoing, monthly, quarterly and annual bases

Income

Free Flow of Funds Covers the Dividend

Buffer Against Market Drawdowns
S&P 500 Yield 1.5% vs *Standard Wealth 2.9%
Dividend Yield Covers the Interest on Leverage Provided
Using Margin as Dry Powder
*Standard Wealth dividend yield net of interest charges on leverage

Portfolio Construction

Diversified North American Equities

Questions?

Send a message to info@accelerateshares.com or click below to book a meeting with Fred and Accelerate CEO, Julian Klymochko