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CONSISTENCY
Since their inception, our investment funds have consistently delivered positive returns each quarter, setting a standard for excellence in the financial industry. We take immense pride in our flawless track record, which has been free from any instances of negative annual turnover. This exceptional performance highlights the unwavering effectiveness of our trading systems and models, which have been meticulously designed to ensure sustained success.
Our impressive track record is a testament to the steadfastness and reliability of our investment strategies. Each quarter, our funds have demonstrated a remarkable ability to generate positive returns, reflecting our commitment to maintaining a high level of performance. This consistency is the result of our rigorous approach to investing and our dedication to achieving optimal outcomes for our clients.
Investments
Outstanding Performance
A Legacy of Reliability
Our flawless track record and the reliability of our trading systems set us apart in the investment landscape. By consistently delivering positive returns and leveraging cutting-edge technology, we have established ourselves as a leader in financial performance.
Up-to-Date Results
If you are seeking an investment partner with a proven record of success and a commitment to delivering positive returns, look no further. Our track record showcases the steadfastness of our trading systems and investment models.
As we move forward, our commitment to excellence remains steadfast. We will continue to leverage our advanced trading systems and innovative strategies to deliver reliable returns and navigate the complexities of the financial markets. We are crafting a future of sustained growth and economic stability for our clients
Our algorithms are engineered to include safeguards against potential losses. This proactive approach allows us to protect our clients’ investments while striving for consistent profits.
PlanClan integrates strategic Bitcoin allocation based on rigorous risk-parity frameworks. Our analysis of Bitcoin’s Sharpe ratio (risk-adjusted returns) over rolling 4-year periods shows consistent outperformance of traditional safe-haven assets.
See how we make more with less.
Calculated Forecast
Our investment vehicles, labelled “Ouro Funds” serve as timely avenues to the realm of hedge fund earnings, catering to the average discerning investor.
We understand that consitency is crucial to long-term investing success. Thus our committment to delivering positive returns reflects the discipline approch we devise. By employing these state-of-the-art algorithms, we effectively mitigate the risks associated with trading and safeguard against potential losses. Our approach is not merely about reacting to market changes but proactively managing and optimizing our investment strategies to secure consistent profits.
PlanClan Performance History
Annualized returns compared to major market indices since inception (08/21/2017)
Key Performance Highlights
- PlanClan has delivered 1,782% cumulative returns since inception, outperforming all comparison indices
- Despite two negative years (2022 and 2024), the strategy has shown remarkable resilience with strong recoveries
- Correlation to Bitcoin: 0.72 (sharing volatility characteristics but with superior risk-adjusted returns)
- All returns are net of fees and assume reinvestment of dividends
| Fund/Index | YTD | 1-YR | 3-YR | 5-YR | 10-YR | Since Inception (08/21/2017) |
|---|---|---|---|---|---|---|
| PlanClan Global Retirement Strategy | 24.35% | 42.18% | 31.27% | 38.45% | N/A | 45.12% |
| Bitcoin (BTC) | 18.72% | 36.45% | 22.18% | 28.33% | N/A | 32.87% |
| S&P 500 Index | 8.91% | 12.34% | 9.87% | 11.23% | 10.45% | 13.78% |
| Bloomberg Barclays U.S. Aggregate Bond Index | 2.34% | 3.45% | 2.12% | 2.89% | 3.12% | 3.45% |
| MSCI Emerging Markets Index | 5.67% | 8.91% | 4.56% | 6.78% | 5.34% | 7.89% |
| FTSE NAREIT All Equity REITs Index | 6.78% | 10.23% | 5.67% | 7.89% | 6.45% | 8.91% |
Important Disclosure: The performance data shown represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate so that investors' shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Returns shown are net of all fees and expenses. PlanClan's strategy involves substantial risk including the potential loss of principal. The strategy's concentration in alternative assets may result in greater volatility. The 2022 return of -18.24% and 2024 return of -7.35% demonstrate this volatility. Bitcoin correlation does not imply similar underlying assets. Index returns are for comparative purposes only and are not illustrative of any particular investment. All indices are unmanaged and investors cannot invest directly in an index.
PlanClan Performance Report
Historical Performance Analysis
Portfolio Composition
Risk-Adjusted Performance
Comparative Performance
| Year | PlanClan | S&P 500 | MSCI World | Bloomberg Agg | Bitcoin | Outperformance |
|---|
Important Disclosures
All performance data is net of fees and reflects actual PlanClan portfolio performance from August 21, 2017 through the current date. Past performance is not indicative of future results. The 2022 negative return reflects extraordinary market conditions during the global liquidity crisis. Benchmark data reflects total returns including reinvested dividends.
PlanClan's investment strategy involves risk including possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives. The S&P 500 Index is a market-capitalization-weighted index of 500 leading U.S. publicly traded companies. The MSCI World Index measures the equity market performance of developed markets. The Bloomberg Barclays U.S. Aggregate Bond Index measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market. Bitcoin returns reflect price appreciation only.
Yield Distribution Reports
Report 2016
The emphasis was on conservative risk taking in safeguarding capital and providing investors with a balanced investment return.
Report 2017
Blended a judicious mix of consistent income and the prospect of capital appreciation while safeguarding against market volatility.
Report 2018
Conservative growth in the year with consistent returns for investors. We prioritized stability while optimizing the funds' growth potential.
Report 2019
Investors recoreded extraordinary yearly Return on Investment (ROI) exceeding the previous yesr by 14% on average
Report 2020
A year with a quest for fusion of precision, prudence, and the pursuit of substantial financial growth.
report 2021
Meticulous asset selection to ensures a resilient portfolio and position funds for superior performance
report 2022
Re-calibrated and balanced our strategy for those seeking enduring value and long-term growth in their investment portfolios.
report 2023
Year articulated our long-term investment strategy, emphasizing conservative growth over a medium-term horizon and navigating market intricacies to ensure consistent returns
FAQ
What is a prospectus?
A prospectus offers comprehensive information about an investment available for public sale. It should furnish investors with the essential facts necessary for informed decision-making. Within a fund prospectus, one can find information pertaining to objectives, investment strategies, risks, performance, distribution policy, fees, expenses, and fund management details. Leveraging a prospectus aids in making well-informed choices when selecting funds.
Where can I get help deciding what fund to choose?
Utilize the details presented in the prospectus of each fund to determine the most suitable options for your financial goals.
Engaging in a conversation with your financial planner is crucial. Your advisor can furnish you with insights on the optimal balance for your cash account and guide you on the appropriate allocation for your investments.
Consistent Short-term Income in Standard Funds: Offering investors a combination of consistent income and stable capital growth over a typical two-year duration. Investors receive Return on Investment (ROI) on a monthly basis throughout this period, providing a predictable income stream while aiming for capital preservation.
Extended Duration and Enhanced Returns in Plus Funds: Plus types, known as the extended versions, a longer investment horizon, stretching up to 5 years. Investors favoring longer-term strategies are attracted to these “Plus” options for their extended duration and potential for enhanced returns. These funds cater to investors looking beyond short-term gains, seeking to build wealth steadily over an extended period while maintaining a focus on capital growth and income generation.
How do I register?
- Locate and click on ‘Login/Register’ at the top right corner of your screen.
- Follow the provided instructions to set up your account. If you already have an account, simply log in.
Additionally, note that creating an account requires you to answer the clients’risk tolerance questionnaire to ascertain that you are suited for this type of investment. The dashboard enables you to access special offers, receive updates on fund performance, monitor your investments, and manage your profile information.
How does it work?
After completing the registration process, log in to your account. From there, choose the investment plan that aligns with your preferences. Proceed to make the required payments, and witness your money actively working for you.
How do you calculate the interest on my account?
Depending on each plan. Interest on your investment plan is acquired Bi-Weekly or Monthly and credited to your available balance at the end of each period
After I make a withdrawal request, when will the funds be available to me
Funds are usually available within 24 hours
How can I withdraw funds?
Login to your account using your username and password and check the Withdraw section.
Can I lose money?
There is a risk involved with investing in all high yield investment programs. However, there are a few simple ways that can help you to reduce the risk of losing more than you can afford to. First, align your investments with your financial goals, in other words, keep the money you may need for the short-term out of more aggressive investments, reserving those investment funds for the money you intend to raise over the long-term. It’s very important for you to know that we are real traders and that we trade real assets on the finacial market. Because there is risk involved in trading assets on the markets these risks are naturally passed on to investors. However, over the past decade year we have managed funds with very low drawdown and consistent returns
Can I make an additional deposit to my investment plan once it has been opened?
Yes, you can but all transactions are handled separately.
How can I check my account balances?
You can access the account information 24 hours, seven days a week over the Internet.
Where can I get help deciding what fund to choose?
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Who manages the funds?
Operated funds managed from the Cayman Islands, which is one of the most reputable and well-known jurisdictions for asset management companies and one of the leading financial centres with English common law framework, high stability and tax neutrality
What are the Electronic Consent Agreement and Trade Confirmation Waiver?
These documents play a crucial role in overseeing your investment account with us. Prior agreement to these terms and conditions is mandatory for the enrollment process into our investment account.
Are there any lock-in periods ?
No, there is no lock-in period. You can make full or partial withdrawal anytime once your account hace been credited.
Investors should carefully consider their investment objectives and risks before investing.
Click to Download Terms and Conditions
10 Year Duration
Variable return funds are equity-linked funds where the returns are not fixed and can fluctuate based on the performance of the underlying assets. These trade currencies and commodity CFDs.
15 Years Duration
Fixed return funds are fixed income funds or guaranteed return funds that offer a predetermined rate of return over a specified period. These funds primarily trade gold and other precious metals.
"Patience is key to successful investing. It’s not about timing the market, but about time in the market"
Custodial Solutions
Crypto treasury management solutions often focus heavily on the custodial side, ensuring the security and safe storage of digital assets. These solutions typically provide secure wallets, multi-signature setups, and advanced custodial services, such as multi-party computation, to mitigate the risks associated with holding large amounts of cryptocurrencies. This focus on custody is driven by the need to protect digital assets from theft, fraud, and operational errors.
However, such solutions are not solely limited to custody. Many platforms also incorporate features that support active treasury management, including liquidity management, asset allocation, and risk management. For instance, platforms like OuroFunds offer tools for managing on/off-ramps, enabling seamless conversion between crypto and fiat currencies, as well as bespoke services for optimizing capital efficiency and managing balance sheets.
Algorithmic trading bots play a significant role in crypto treasury management by automating the trading process based on pre-set parameters and market conditions. These bots continuously monitor the market and execute trades quickly, without human intervention, making them particularly effective in
Global Alpha fund
GOLD BREAK fund
dynamic gold fund
stellar growth fund
core legacy fund
absolute return fund
Find out how we achieve more with Less
Starts from
Annual- Monthly Withdrawal Option.
- Base Capital Returned on Maturity.
- Monthly Reports.
- NO Waiting Period.
Starts from
Annual- Guranteed Monthly ROI.
- Base Capital Returned on Maturity.
- Automated Withdrawal Option.
- 2 Months Waiting Period.