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. INTRODUCTION
1.1 This legal information should be construed in accordance with English law. It can be accessed throughout the Site by clicking on the ‘Important Legal Information’ link on each page. It provides access to important information about the purpose and status of the information being provided. This includes details of legal and regulatory disclosures and warnings that are designed to inform and protect investors and potential investors.
1.2 This Site provides information about the Company and its associated companies or subsidiaries (if any).
1.3 An application for any investment or service referred to on this Site may only be made on the basis of the relevant document, or other applicable terms relating to the specific investment or service.
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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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4.1 Before investing into shares in the Company you are required to have been provided with certain disclosures as required under legislation. These are the Key Information Document which can be accessed here, and the Investor Disclosure Document which can be accessed here. By proceeding and continuing to use the site you agree that you have seen the disclosures.
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.
5.2 The price of the shares in investment trusts is determined by supply and demand and is therefore not necessarily the same as the value of the underlying assets.
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.
5.5 Levels and bases of taxation are subject to change and will depend on your personal circumstances. You should consult your own professional advisers on the tax implications of making an investment in, holding or disposing of any of the Company’s shares, and on the receipt of dividends. In particular, ISAs are subject to government legislation and as such their tax benefits may be changed in the future.
These exclusions do not restrict any duty on which the Company may have by any applicable law or regulation.
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