Where funds have less than a five year record the periods quoted are those in respect of complete calendar years only. All statistics are quoted “bid to bid”, or its OEIC equivalent (with net dividends reinvested). Past performance is not necessarily a guide to future performance and may not be repeated. The value of an investment, and any income from it, can fall as well as rise as a result of market and currency fluctuations and you may not get back the original amount invested. Some of the funds listed above invest in emerging markets or Pacific Rim economies. These investments are more volatile and as such they expose the investor to greater risks than mature markets such as the UK. These risks include currency movements and exchange control restrictions, as well as political and economic instability in the countries concerned. In addition, under certain circumstances investors may suffer if the underlying investments become illiquid, or experience other problems due to the underdeveloped nature of the securities markets in some emerging countries. Where funds invest in relatively few individual assets the performance of the fund is significantly influenced by a small number of companies. Where fund managers use derivatives this may increase the fund's volatility and may restrict growth in a rising market. |
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