Rockhold Factsheets

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Past Performance

While we aim to improve the predictability of the returns that our funds achieve for investors over the longer term, there can be no guarantees; past performance is not a guide to the future. The value of investments may go up and down and investors may get back less than they invested originally. Performance figures will not be displayed for funds less than 12 months old. For some funds and models discrete performance will not be available for five full 12 month periods due to their launch dates. All performance data is provided by Mabel Insights.

Important Information

These publications are marketing material. It is for information purposes only. These factsheets are for the sole use of the recipient to whom it has been directly delivered by their Financial Adviser and should not be reproduced, copied or made available to others. The information presented herein is for illustrative purposes only and does not provide sufficient information on which to make an informed investment decision. These documents are not intended and should not be construed as an offer, solicitation or recommendation to buy or sell any specific investments or participate in any investment (or other) strategy. It is recommended that potential investors should seek advice concerning the suitability of any investment from their financial adviser.

Rockhold is a trading name of Rockhold Asset Management Ltd which is authorised and regulated by the Financial Conduct Authority FRN 565311, registered in England and Wales, No. 2442391. Registered office: 1 Angel Court, London EC2R 7HJ. The material provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK. Rockhold and connected companies, clients, directors, employees and other associates, may have a position in any security, or related financial instrument, issued by a company or organisation mentioned on this website. For information on our complaints process, please go to our complaints page (https://rockholdam.co.uk/complaints-procedure).