As with all investments, the Sequel Funds carry risks which we’ve tried to explain in clear, plain English. The Sequel Funds are standard UK regulated Funds and may not be suitable for all investors. Potential investors are recommended to seek tax and financial advice before investing. Sequel Investments cannot provide you with such advice, but can provide you with access to a financial adviser, upon request.

  • Any investment into the Sequel Funds should be considered a medium to long term investment (minimum 5-7 years).
  • The value of investments is subject to market fluctuations. The value of an investment may go down as well as up and an investor may not get back the full amount invested.
  • Your original investment is not guaranteed and you may not get back the full amount invested in the Fund.
  • Although three of the Sequel Target Return Funds, Cautious, Balanced and Growth also aim to provide capital returns over the long term of 2%, 3.5% or 5% above that expected from long term cash deposits, this is not guaranteed.
  • Please note that these investments do not include the same security of capital which is afforded with a deposit account.
  • Past performance is not a reliable indicator of future results.
  • The value of investments in equities and bonds may be affected adversely by political, economic or company news as well as changes in company earnings and interest rates.
  • Where the Funds invest in fixed interest securities, there is a risk that issuers of the bonds may not be able to repay the money they have borrowed or the interest that is due.
  • Where the Funds make investments in assets that are not denominated in British Pounds, changes in exchange rates will affect the value of your investment.
  • There is a risk of a loss to the Funds due to system failures, inadequate controls and human error.
  • The Authorised Corporate Director of the Sequel Funds is Waystone Management (UK) Limited is registered in England at 2nd floor, 20-22 Bedford Row, Holborn, London, WC1R 4EB, authorised and regulated by the Financial Conduct Authority (FCA) under ref: 429093.
  • Further details on risk to the Funds are set out in the Key Investor Information, Supplementary Information Documents and Prospectus available here and/or from your financial adviser.

Important information