Important Risk Warning:
Advice in New World Investor does not constitute a personal recommendation. Any advice should be considered in relation to your own circumstances. Before investing you should consider carefully the risks involved, including those described below. If you have any doubt as to suitability or taxation implications, seek independent financial advice.
General – Your capital is at risk when you invest, never risk more than you can afford to lose. Past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid.
Small cap shares - Shares recommended may be small company shares. These can be relatively illiquid meaning they are hard to trade and can have a large bid/offer spread. If you need to sell soon after you bought, you might get back less that you paid. This makes them riskier than other investments.
Overseas investments - Some shares may be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Any dividends will be taxed at source in the country of issue.
Funds – Fund performance relies on the performance of the underlying investments, and there is counterparty default risk which could result in a loss not represented by the underlying investment.
Exchange Traded Funds (ETFs) with derivative exposure (leveraged or inverted ETFs) are highly speculative and are not suitable for risk-averse investors.
Taxation – Profits from share dealing are a form of income and subject to taxation. Tax treatment depends on individual circumstances and may be subject to change.
Editor: Kit Winder. Investment Director: James Allen. Editors or contributors may have an interest in shares recommended. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Limited. Full details of our complaints procedure, privacy policy and terms and conditions can be found at, www.southbankresearch.com .
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© 2022 Southbank Investment Research Limited.
Date taken from Koyfin and Morningstar
5-year performances:
Performance of Exponential Energy Fortunes (since inception): 2018 – 22.43% / 2019 +0.86% / 2020 +171.58% / 2021 -9%
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