SEVEN CAPITAL MANAGEMENT has produced this presentation to communicate information on the different profiles offered as part of the discretionary management investment service.
This document is not a commercial offering or a solicitation to invest, or commit to invest, in SEVEN CAPITAL MANAGEMENT funds.
The content of this presentation must not be interpreted as financial, legal or tax advice from SEVEN CAPITAL MANAGEMENT.
SEVEN CAPITAL MANAGEMENT has taken reasonable measures to ensure that the information contained in this document is clear and accurate, and not misleading. However, the accuracy of the opinions and forecasts mentioned within it cannot be guaranteed.
The past performances used in the presentation of the different investment strategies are neither a guarantee nor even an indication of the future performances of these strategies.
This presentation and the information that it contains are strictly confidential and may only be disclosed, published or reproduced, in whole or in part, to your corporate officers, employees, advisers and other representatives (“Representatives”) on a strict “need-to-know” basis, and on the condition that these Representatives are bound by a duty of confidentiality.
Immediately on request, you agree to return or destroy, or ensure that your Representatives return or destroy, all documents and other material containing the Information, without keeping a copy.
By receiving this presentation, all prospective clients agree to these terms and conditions.
The main risks to which you may be exposed are:
The backtests presented simulate the performance of a fund portfolio over a previous period by calculating its theoretical performance, risk and Sharpe ratio. By default, when a fund does not have a track record for the whole period, the performance of the category benchmark is used to fill the gap. Any entry charges, exit charges, switching charges and custody fees are not taken into account. Annual management fees of 0.5% are included for portfolio simulations. The results of this backtest are hypothetical, are not guaranteed, and are no indication of the fund portfolio’s future performance.