Where are you?
The information available on this website is issued by Osmosis Investment Management UK Limited (“Osmosis”). Osmosis is authorised and regulated by the Financial Conduct Authority (“FCA”). This information is a “financial promotion” within the scope of the rules of the FCA.
The information on this website is intended only for the use of eligible clients, and is not intended for retail clients. The issuance of such information does not constitute an offer or solicitation for, or advice that you should enter into, the purchase or sale of any security, commodity or other investment product or investment agreement, or any other contract, agreement or structure whatsoever.
You are solely responsible for making your own independent appraisal of and investigations into the products, investments and transactions referred to on this website and you should not rely on any information on this website as constituting investment advice. Neither Osmosis nor any of its officers, employees or agents are responsible for providing you with legal, tax or other specialist advice and you should make your own arrangements in respect of this accordingly.
Investments like these are not suitable for most investors as they are speculative and involve a high degree risk, including risk of loss of capital. There is no assurance that any implied or stated objectives will be met. This material is provided for illustrative purposes only. Performance data does not represent actual trading unless stated to the contrary.
Osmosis has based the information available on this website on information obtained from sources it believes to be reliable but which have not been independently verified. Osmosis is under no obligation and gives no undertaking to keep the information on this website up to date. No representation or warranty, express or implied, is or will be made, and no responsibility or liability is or will be accepted by Osmosis, or by any of its officers, employees or agents, in relation to the accuracy or completeness of the information on this website. Accordingly, except in the case of fraudulent misrepresentation, neither Osmosis nor any of its officers, employments or agents shall be liable to any person for any direct, indirect or consequential loss arising from the use of any information on this website.
Osmosis investment strategies are not suitable for most investors as they are speculative and involve a high degree risk, including risk of loss of capital. There is no assurance that any implied or stated objectives will be met. This material is provided for illustrative purposes only. Performance data only represents actual trading where specifically stated. Investors should be aware that strategy performance data (which are not actual performance return numbers) presented herein are backtested – see more information below. Future results will differ from past results because of differences in future behaviour of the various investment markets among other factors described in the Backtested Performance disclosures section below.
Backtested Performance. This website contains simulated performance results which are back‐tested. Back‐testing is the process of testing a trading strategy on prior time periods. SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN. There are frequently sharp differences between backtested performance results and the actual results subsequently achieved by any particular trading program. The simulated performance presented includes a model portfolio that was developed with the benefit of hindsight using back‐tested performance results. Back‐tested performance is a backtested reconstruction based on historical market data accumulated after the end of a given time period. In addition, backtested trading does not involve financial risk and does not take into account that material and market factors may have impacted the adviser’s decision making if the adviser were actually managing client’s money. No backtested trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or adhere to a particular trading program in spite of trading losses are material. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of backtested performance results, all of which can adversely affect actual trading results. It should not be assumed that investors who actually invest in Osmosis will be profitable, or achieve either the backtested performance results (or actual performance results) reflected or any corresponding index presented.
Backtested returns are presented in US dollars and include the reinvestment of dividends and other account earnings. Backtested performance figures presented do not reflect the deduction of investment advisory fees. A client’s returns will be reduced by the advisory fee and other expenses incurred in the management of its account. For example, the deduction of a 1% advisory fee over a 10‐year period would reduce a 10% gross return to an 8.9% net return. The backtested performance is not net of any custodial fees, if applicable, and does not reflect the impact of taxes.
Benchmarks. The historical index performance results for all benchmark indexes do not reflect the deduction of transaction, custodial, or management fees, the incurrence of which would have the effect of decreasing indicated historical performance results. Indexes are unmanaged and are not available for direct investment. The historical performance results for all indices are provided exclusively for comparison purposes only, and may or may not be an appropriate measure to provide general comparative information to assist an individual client or prospective client in determining whether Osmosis performance meets, or continues to meet, his/her investment objective(s). The referenced benchmarks may or may not be appropriate benchmarks against which an observer should compare our returns.
The MSCI World Index captures large and midcap representation across 23 Developed Markets countries. With 1,645 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country.
The MSCI World ex Australia Index captures large and mid cap representation across 22 of 23 Developed Markets countries* (excluding Australia). With 1,521 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country.
The MSCI Europe Index is a free float‐adjusted market capitalization weighted index that is designed to measure the equity market performance of the developed markets in Europe.
The MSCI Europe ex Financials Index is a free float‐adjusted market capitalization weighted index that is designed to measure the equity market performance of the developed markets in Europe. The Index excludes securities that are classified in the Financials sector as per the Global Industry Classification Standard (GICS®).
The MSCI EAFE Index is an equity index which captures large and mid cap representation across Developed Markets countries around the world, excluding the US and Canada. With 928 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country.
Past performance may not be indicative of future results. Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable. No current or prospective client should assume that future performance will be profitable, equal the performance results reflected, or equal any corresponding historical benchmark index. For reasons including variances in fees, differing client investment objectives and/or risk tolerance, market fluctuation, the date on which a client engaged Osmosis's services, and any account contributions or withdrawals, the performance of a specific client's account may have varied substantially from the referenced performance results. In the event that there has been a change in a client's investment objectives or financial situation, the client is encouraged to advise us immediately.
Information on this website is intended to be viewed in its entirety. The reproduction, downloading, streaming or other disclosure of such information, in whole or in part, without prior consent of Osmosis is prohibited. Neither this website, nor any copy of the information available on it, may taken into or transmitted in any jurisdiction where it would be unlawful to do so.
It is important to remember that the value of investments, and the income from them, can go down as well as up and is not guaranteed and that you, the investor, may not get back the amount originally invested. Any forecast, projection or target where provided is indicative only and is not guaranteed in any way. Osmosis accepts no liability for any failure to meet such forecast, projection or target. Past performance is not an indication of future performance. Investors and potential investors should read and note the risk warnings in the prospectus issued to them.
Osmosis may collect and process information about you and your computer from your use of this website. Osmosis will take all steps reasonably necessary to ensure that your data is treated securely.
data in order to comply with any legal obligation.
You have the right to ask Osmosis not to process your personal data for marketing purposes. Osmosis will usually inform you (before collecting your data) if it intends to use your data for such purposes or if Osmosis intends to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing at any time by contacting us at [email protected].
By clicking on the box below, the user accepts that they are a suitable recipient of the information contained within the website and agrees to be bound by the foregoing limitations.