Terms & Conditions

Company Particulars and Regulatory Status

The services described on this website are provided by Morant Wright Management Limited (“Morant Wright”) which is authorised and regulated by the Financial Conduct Authority. Morant Wright provides portfolio management services for institutional investors and is the manager of collective investment schemes. Morant Wright is entered in the Financial Conduct Authority’s register with the register number 189419. Its registered office is 43 St James’s Place London SW1A 1NS. Its company number is 03692692.

General Disclaimer

We have taken all reasonable care to ensure that the information contained within these pages is accurate, up to date and complies with all prevailing UK legislation. However, no liability can be accepted for any errors or omissions, or for any loss resulting from the use of this site. We reserve the right to amend, alter or withdraw any of the information contained in these pages at any time and without notice. No liability is accepted for such changes or for any actions taken in reliance thereon.

Solicitation

None of the information or opinions expressed on this site constitutes an offer to enter into any contract or agreement nor is it a solicitation to buy or sell any investment. It should not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised.

These pages are intended for Independent Financial Advisers, Professional Intermediaries and non-private clients only.

Morant Wright does not offer advice on the merits or suitability of the funds referred to in this website and no information within the website should be construed as such. If in doubt as to the merits or suitability of any investment you should seek advice from a professional financial adviser.

Financial Reporting Council’s UK Stewardship Code

As Morant Wright invests only in the shares of Japanese companies it does not commit to the Financial Reporting Council’s UK Stewardship Code. Morant Wright monitors closely all the companies in which it invests and votes on issues where it can effectively promote its clients’ interests as shareholders.

Jurisdiction

None of the services, investments or funds referred to on this site is available or appropriate for sale or use in any jurisdiction where such activity is prohibited. Any persons resident outside the United Kingdom who access this site must first satisfy themselves that they are not subject to any local requirements which prohibit or restrict them from doing so.

In particular, the provision of the information on this web site does not constitute an offer of securities to any person in the United States of America or to any US person as that term is defined under the Securities Act of 1933, as amended.

None of the funds have been nor will be registered under the Securities Act of 1933 of the United States (as amended) (“the 1933 Act”) or the securities laws of any of the States of the United States. None of the Funds may be offered, sold or delivered directly or indirectly in the United States or to or for the account or benefit of any “US Person” as defined in Regulation S under the 1933 Act except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the 1933 Act and any applicable State laws.

The Funds are being offered outside the United States pursuant to the exemption from registration under Regulation S under the 1933 Act.

Investment Risk

Please remember that past performance is not a guide to future performance.  The value of each of the Funds referred to on this site and any income from them can fall as well as rise as a result of both market and currency fluctuations and investors may not get back the amount originally invested.  Investors must be willing to accept some risk to their capital.  Consequently, the funds may only be suitable for investors who are looking to set aside their capital for the longer term (i.e. at least 5 years).  

Before making an investment in any Fund you are strongly advised to read the Simplified or the Full Fund prospectus.

Copies of Morant Wright’s policies relating to data security, the Bribery Act 2010, execution policy and complaints are available on request.