Important Notes:

 

• * SWS LT 3 ESG Strategy inception date as of 01/07/2020

• ** SEBS inception date as of 01/01/2021

• Investment Association (IA) indices are mixed investments with different levels of exposure to equities, c. £180Bn of assets.

 

This information has been prepared solely for informational purposes for the recipient; it does not constitute an offer to buy any service, financial product, or make any investment or a solicitation of offers to buy any service, financial product, or make any investment, nor should it be considered as investment advice. Any offers to buy any service, financial product, or make an investment, or solicitation of offers to buy any service, financial product, or make an investment through the provision of investment advice will be made only under definitive agreements and other documents and information that may be subsequently provided.

 

All investments and financial products involve risk, which includes (among others) the risk of adverse or unanticipated market, financial, or political developments and may include currency risk. Some investments and financial products might carry greater risks than others. Past performance is not a reliable indication of future performance. Investments can go down as well as up and involve the risk of loss. The value of equities and equity-related securities can be affected by daily stock market movements. Other influential factors include political, economic news, company earnings, and significant corporate events.

 

The information is based on information generally available to the public and does not contain any non-public information. No representation, warranty, or claim is made that it is current, accurate, or complete. The data is provided by Collidr Technologies Limited. Registered office: 2nd Floor Adler House, 35-36 Eagle Street, London, WC1R 4AQ. Registered Number: 09061794

 

Care has been taken to ensure that the information is correct, but neither Collidr nor SaSo Strategic Advisers Limited warrants, represents, or guarantees the contents of the information, nor does Collidr or SaSo Strategic Advisers Limited accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein.

 

Disclaimer:

 

SaSo Wealth Service (SWS) is promoted by SaSo Strategic Advisers Limited and provided by Seven Investment Management LLP (7IM). Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority. Member of the London Stock Exchange. Registered office: 1 Angel Court, London EC2R 7HJ.

 

The range of risk-based SWS Strategies is administered and managed by SaSo Strategic Advisers Limited, which is regulated by the Jersey Financial Services Commission for the conduct of Investment Business. Registered office: Oak Walk, Mont Fallu, St Peter, Jersey, JE3 7EF. The past performance of investments is not a guide to future performance. The investment or investment service may not be suitable for all recipients of this publication, and any doubts regarding this should be addressed to your adviser.