Chelton Wealth-Chelton AB
Balanced
Algorithmic / Intraday / Forex | Over Bought/Over Sold
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Month Performance
+1.88%
Sep 2026
YTD Return
+3.65%
Through Sep 2026
AUM
€4,824,296
Assets Under Management
Overview
Chelton's FX trading strategy is focused on its risk/reward ratio. Trading is performed under the control of strict risk management. Every trade is equipped with a stop-loss guard in place in an attempt to mitigate risk in every trade setup.
The program focuses on intraday trades which are usually opened and closed in the same trading session. The system uses one of the most common indicators, to identify over-bought and over-sold price levels on multiple time-frames. When all intraday time-frames give trade opportunity to enter the market, they have to match the general direction filter that allows or disallows trades to be opened. The number of open trades, per setup, is limited to keep the risk under control and are closed by the relative strength indicator when it reaches the desired levels.
Program Details
| Inception Date | Jun 2020 |
| Trading Style | Over Bought/Over Sold |
| Holding Period | Intraday |
| Markets Traded | Stock Indices, Metals, Energy, Forex |
| Margin | 3-9% |
| Minimum Investment | €100,000 |
| Management Fee | 2.00% |
| Performance Fee | 20.00% |
This is a snapshot only. Investors should read Disclosure/Offering documents to determine suitability of investment.
GROWTH OF $1,000 VAMI
Program vs. Autumn Gold CTA Index
About the Autumn Gold CTA Index:
The Autumn Gold CTA Index is a non-investable index comprised of performance from CTA programs included in the Autumn Gold database and does not represent the complete universe of CTAs.
Hypothetical growth of $1,000 based on reported monthly returns.
PERFORMANCE SUMMARY
Annual Returns (Net)
| YEAR | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| RETURN | +14.91% | -2.70% | +12.08% | +11.39% |
Maximum Drawdown Since Inception
-11.74%
Past performance is not indicative of future results.
Performance / Program Note
Available to Non-US Investors Only. Results are gross performance and do not reflect management and incentive fees.
Investor Eligibility
What is a QEP?
A Qualified Eligible Person (QEP) is an investor or entity that meets the eligibility requirements described in CFTC Regulation 4.7. The applicable requirements vary by investor type and may include financial, portfolio, professional, or institutional qualifications.
This information is provided for general reference only. QEP status is
self-identified here and should be determined by reviewing the applicable
regulation and, when appropriate, with your professional advisers.
FUTURES, OPTIONS, CRYPTO, AND FOREX TRADING INVOLVES RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
INVESTOR SERVICES
LEAF RESEARCH SERVICE
For Individual Investors
Expanded CTA research, manager profiles, performance analysis, program comparisons, and portfolio construction tools.
INSTITUTIONAL RESEARCH & PORTFOLIO ANALYTICS
For Family Offices, Institutions & Professional Allocators
Advanced manager research, portfolio construction, correlation analysis, and tools for evaluating and monitoring manager relationships.
PORTFOLIO MONITORING SERVICES
For Family Offices & Institutional Investors
Ongoing monitoring of selected trading programs and portfolios, including performance developments, drawdowns, recovery patterns, and changes in manager conditions.
QUESTIONS ABOUT OUR SERVICES?
Contact Autumn Gold to discuss your research or portfolio monitoring requirements.