2 minute read
Risk disclaimer
18.84% 46.96% 36.01% 42.00% 58.92%
Notes: Performance is measured to 05/05/2022. All 4 Shires performance figures are net of management fees, VAT, stamp duty and commi ssi ons. Total return measures include dividends and income received. Time weighted return measures consider deposits and withdrawals to/from the portfolio. The performance for each risk scale includes every portfolio in that risk scale at that time.
Advertisement
Disclaimer: The value of investments and the income you get from them may fall as well as rise, and there is no certainty that you will get back the amount of your original investment. You should also be aware that past performance may not be a reliable guide to future performance.
Important - Compliance Section
Inthissectionof thecommentary,wewould like to remind our clients and prospective clients of the following regulatory topics:
Customer Protection – The Financial Services Compensation Scheme
Clients are reminded that the UK has a generous financial compensation scheme that can provide redress to clients that have suffered financial losses due to bad advice outside the normal scope of market movements. In addition, if a firm were to fail, then customers may receive compensation.
The amounts of compensation that can be received for investments are up to £85,000 per person, per firm.
The payouts are funded as a levy on all regulated firms in the sub-sector of the industry that the firm operates in. The details on the scheme can be found at: www.fscs.gov.uk.
At 4 Shires we sincerely hope that you will have no reason to complain about our services as we always strive to offer high standards of advice to all our clients. Furthermore, we maintain a strong balance sheetagainstmarketturbulencewithcapital in excess of the FCA’ s requirements.
If clientswishtocomplain,pleasecontactus immediately and we will give it our earnest attention and respond as promptly as possible. All complaints need to come via 4 Shires Asset Management. If you are not satisfied with the response of 4 Shires, you have the right to take the matter further to the financial ombudsman (www.financialombudsman.org.uk) for review.
Risk Disclaimer
The value of investments and the income you get from them may fall as well as rise, and there is no certainty that you will get back the amount of your original investment. You should also be aware that past performance may not be a reliable guide to future performance. This document is not intended as investment advice.
Any security mentioned in this commentary is for information purposes only and is not a recommendation to buy. 4 Shires, its clients and its staff may own some of theinvestmentsthatwementioninthis report.
