The information on this website is issued by Analyst Investment Management plc. This information has been obtained from sources, which Analyst believes to be reliable and accurate. However, no representation, warranty or undertaking is given as to its accuracy or completeness of the information on this site or contained within sites provided by third parties, which may have links to or from our pages. Any opinion expressed is based on our judgement at the time of writing and is subject to change without notice. In no event will Analyst or any of its associated companies be liable for any direct or indirect consequential damage arising out of the use of information contained on this site. This does not exclude or restrict any duty or liability that Analyst has under the regularity system in the United Kingdom.

This site is directed at UK residents only and should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the UK. If you are resident outside the UK you should check local regulations before proceeding.

No Advice

The investments and investment services referred to in this document may not be suitable for all investors. The investment information is provided on the basis that you make your own decisions as to the suitability of the investment for your circumstances. An application for those services should only be made having read the full documentation appropriate to each service. If you are in any doubt about this or need further advice, you should contact your financial adviser.

Risk Factors

The price and value of investments can go down as well as up and you may not receive the full amount invested. Past performance is not a guide to future performance.

The Investment Manager’s objective is to achieve long-term capital growth through a concentrated portfolio of UK equities. This will be determined by the economic performance of the underlying investments and, as such, the investment manager will be comparatively indifferent to short-term market price volatility. We define long-term as a period in excess of 3 years, although this period may be subject to change. Our investments are not suitable for investors with a shorter time horizon. The Investment Manager also adopts a focused portfolio approach. Our clients will hold relatively few investments. This may increase risk and lead to volatility in short-term performance.

Any favourable tax benefits referred to are dependent on individual circumstances and may be subject to change. Investors should consult their own tax adviser for further information.

Data Protection

Analyst is committed to protecting client privacy and will take all reasonable steps to ensure that your personal data is kept secure against unauthorised access, loss, disclosure or destruction. Any personal data that you voluntarily supply may be used for the purposes of providing documentation and administering your account. By submitting personal information, you are consenting to such information being processed for the purposes referred to above. You also agree that Analyst has the right to use and store such data and to transfer it to associated companies for the purposes of providing services to you.