General information only
Everything published on this website is general information about Aldermere Investment Management and the way it approaches investment management. It is not investment advice, a personal recommendation, an offer or a solicitation to buy or sell any investment, and it is not an assessment of whether any capability is suitable for you.
Suitability depends on individual circumstances, including objectives, horizon, liquidity requirements, constraints, tax position and tolerance for loss, and is assessed through a documented process before any mandate is agreed.
Investment risk
Investment involves risk, including the possible loss of the amount invested. The value of investments and the income from them can fall as well as rise, and an investor may not recover the amount originally invested.
No return, outcome, income level or degree of capital protection is promised or implied anywhere on this website. Diversification and risk management reduce neither the possibility nor the magnitude of loss in all conditions.
- Market risk: values fluctuate with market conditions, sometimes sharply and for extended periods.
- Credit risk: an issuer or counterparty may fail to meet its contractual obligations.
- Interest rate risk: changes in rates affect the market value of fixed income holdings.
- Liquidity risk: some holdings cannot be sold quickly, or cannot be sold at their marked value.
- Currency risk: exposure to currencies other than an investor's base currency affects returns.
- Inflation risk: the real value of capital and income may be eroded over time.
Past performance and forward-looking statements
Where performance information is published in future, it will be presented with the basis of calculation, the period covered and any relevant qualifications. Past performance is not a reliable indicator of future results.
Any statement about the future is an expression of process or expectation, not a forecast or a guarantee. Illustrative diagrams on this website are schematic representations of portfolio structure and do not depict actual portfolios, holdings or returns.
Regulatory status
Regulatory registrations, licences, the identity of the operating entity and the jurisdictions in which it is authorised to conduct regulated activity will be published on this page once confirmed. Until that information appears here, no regulatory standing, authorisation or fiduciary status should be inferred from this website.
This website is not directed at any person in any jurisdiction where its publication or availability would be contrary to local law or regulation.
Third-party information
Where information from third parties is used, it will be attributed. We take reasonable care with the material we publish, but do not warrant that all third-party information is accurate or complete.