Xy Investments

Fee-Only (% of Portfolio)

XY Investments (HK) LTD provides investment advice to private funds, specifically the XY China Enhanced Equity Master Fund LTD and its feeder funds. XY uses computer-driven models to try and predict asset price movements in China A Shares. The firm's investment strategies are tailored to the specific guidelines of each fund. The firm may enter into side agreements with some investors, but will ensure that no client is disadvantaged by such side letters.

Assets Under Management$8.9M
Clients3
AdvisorsN/A
Avg. per Client$3M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

XY Investments (HK) LTD charges a management fee based on a percentage of the value of the assets they manage for the private funds. The exact percentage is detailed in the fund's governing documents. The firm's fixed fees generally range from 0.85% to 1.00%. They also receive a performance-based fee based on a percentage of the net capital appreciation of the client's account, subject to a high watermark provision.

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Xy Investments | TrueAdvisor