Marylebone Partners’ approach for Majedie Investments does not entail market timing or conventional asset allocation. By searching for the best bottom-up opportunities globally, across three complementary strategies, the manager achieves diversification and balance without diluting return potential. Because these investments tend to be idiosyncratic and eclectic in nature, they exhibit limited correlation to one another and to markets more broadly. On a look-through basis, equity-centric investments typically represent two-thirds of the overall portfolios.
As at 31 August 2023
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1.5 The Company confirms that it currently conducts its affairs so that its shares can be recommended by independent financial advisers to retail private investors in accordance with the Financial Conduct Authority's ("FCA") rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The shares are excluded from the FCA's restrictions which apply to non-mainstream investment products because they are shares in a UK-listed investment trust.
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5.1 The value of shares and any income from them can go down as well as up and you may not get back all that you have invested. Please be advised that any return estimates or indications of past performance on this Site are for information purposes and can in no way be construed as a guarantee of future performance.
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5.3 In a building society or bank account your money is secure, whereas in a stockmarket-based investment it is exposed to a degree of risk.
5.4 Changes in currency rates of exchange may have an adverse effect on the value of or income from the Company’s shares.
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These exclusions do not restrict any duty on which the Company may have by any applicable law or regulation.
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