Rex Hybrid Tiers

Investor & Portfolio Solutions

$50,000

USD

REX – Conservative / Hybrid

Overview: Designed for investors seeking a balanced blend of capital preservation and shareholder participation. The REX – Conservative / Hybrid tier integrates traditional managed trading strategies with an additional fixed-yield component, offering a stable performance profile complemented by shareholder distribution benefits.

Target ROI (annual) 14 – 18% (on 80%) + 20% shareholder yield
MAX Drawdown 8 – 10%
Fees (perf/Mgmt) 0% first 3 months, then 20% + 1.5%
Withdrawals Quarterly
Extra Features Annual fixed yield for 3 years (20% shareholder)

$250,000+

USD

REX – HNWI / Hybrid

Overview: Built for high-net-worth and institutional investors seeking hybrid exposure—combining capital preservation with structured equity participation. The REX – HNWI / Hybrid model integrates managed investment strategies and a shareholder yield component, delivering diversified performance, tailored drawdown controls, and flexible liquidity management.

Target ROI (annual) 20 – 25% (on 80%) + 20% shareholder yield
MAX Drawdown Customized
Fees (perf/Mgmt) 0% first 3 months, then 20% + 1.5%
Withdrawals Flexible
Extra Features Annual fixed yield (3 years, 20% shareholder) + equity upside
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