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
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.
Type:
Long/Short North American Investment Portfolio
Management Fee:
0.00%
Performance Fee:
20%
Operating Expense Cap:
0.35 %
*Dividend Yield:
3.5%
Distribution Frequency:
Monthly and Quarterly
DISCLAIMER: Past performance is not indicative of future results. Investing involves varying degrees of risk and there can be no assurance that the future performance of any investment strategy will be profitable. This does not constitute investment advice.
| 2020 | 2021 | 2022 | 2023 | |
| Jan | – | 4.0% | 1.4% | 8.4% |
| Feb | – | 10.0% | 0.1% | -2.9% |
| Mar | -17.8% | 6.8% | 0.9% | -0.1% |
| Apr | 11.9% | 1.9% | -2.7% | 2.0% |
| 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% | 1.7% |
| Sep | -4.9% | -3.4% | -8.9% | – |
| Oct | -0.3% | 5.2% | 10.9% | – |
| Nov | 21.9% | -0.4% | 6.1% | – |
| Dec | 4.3% | 3.9% | -8.7% | – |
| YTD | 13.3% | 41.2% | -9.6% | 16.8% |
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% |
1.7% |
– |
– |
– |
– |
16.8% |
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
Free Flow of Funds Covers the Dividend
Diversified North American Equities
Send a message to info@accelerateshares.com or click below to book a meeting with Fred and Accelerate CEO, Julian Klymochko
