Important Information for professional clients
The content of this website is for professional clients only and is not intended for distribution to, nor should it be relied on by, retail clients.
The content has been prepared by Meriten Investment Management GmbH (Meriten Investment Management), which is regulated by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin), or one of its affiliated companies.
It does not constitute an offer or solicitation in a jurisdiction where to do so is unlawful or where the person making the offer or solicitation is not qualified to do so or where a person receiving the offer or solicitation may not lawfully do so. All opinions and estimates herein are those of their respective authors at the time of publishing and may change any time without prior notice. The information herein serves only as client information and should not be construed to be tax advice. We recommend clients requiring tax advice hereto to consult tax advisers.
Although the information herein is derived from public sources we believe to be reliable, we do not represent, warrant or guarantee that this information is accurate, complete or suitable for any purpose and it should not be used as a basis for investment decisions. All opinions and estimates herein, including forecast returns, involve a number of assumptions that may not prove valid. Further, investments in global markets can be affected by a host of factors, including political or social conditions, diplomatic relations, limitations on removal of funds or assets or imposition of (or change in) exchange control or tax regulations in such markets. Meriten Investment Management may: maintain a long or short position in the securities referred to herein or in related futures or options; purchase or sell, make a market in or engage in any other transaction involving such securities and earn brokerage or other compensation in respect of the foregoing. Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance.
The information should only serve to inform those persons authorised to view this website. Meriten Investment Management accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of the website content. No part of this website may be reproduced or retransmitted in any manner without the prior written permission of Meriten Investment Management. Additional information is available upon request.
Investments in the investment funds referred to herein should only be made on the basis of the respective fund’s current sales prospectus. The prospectus, the financial reports of the funds and the current key investor information documents (KIID) are available free of charge from Meriten Investment Management GmbH, Herzogstraße 15, 40217 Düsseldorf or electronically at www.meriten.com.
If the fund makes investments in a currency differing from the investor’s currency, the share value may be subject to additional exchange rate fluctuations. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested.
If Meriten Investment Management receives any rebates on the management fee of target funds or other assets, Meriten Investment Management undertakes to fully remit such payment to the investor, or the investment fund, as the case may be. If Meriten Investment Management performs services for an investment product of a third party, Meriten Investment Management will be compensated by the relevant company. Typical services are investment management or sales activities for funds established by a different investment management company. Normally, the compensation is calculated as a percentage of the management fee (up to 100%) of the respective investment fund, based on such fund’s assets managed or distributed by Meriten Investment Management. This may result in the risk that the investment advice given may not be consistent with the investor‘s interest. The amount of the management fee is published in the prospectus of the respective investment fund. Any compensation paid to the Meriten Investment Management does not increase the management fee of the relevant fund. There will be no direct charge to the investor. Further details are available upon request.
This communication is not directed to persons in the United Kingdom and may not be used as a basis for their investment decisions. It is further intended solely for persons based in countries in which the respective investment funds are registered for distribution or in which such registration is not required. The shares of the investment fund referred to herein have not been registered under the United States Securities Act of 1933, as amended (the “1933 Act”); they may therefore not be publicly offered or sold in the United States of America or to US citizens or any US residents.
The content of this website is intended as marketing instrument and does not satisfy the statutory requirements regarding the impartiality of a financial analysis. The financial products referred to herein are not subject to any prohibition of trading in advance of the publication of this content.