© 2019 by Blue Planet Investment Management Ltd.

 

Legal Information

 

Important Information

  • Blue Planet Investment Management Ltd is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 171195. 

  • Blue Planet Investment Management Ltd is not authorised to give investment advice to retail investors.

  • The information presented throughout the entire website does not constitute an offer, invitation or an inducement to invest.

  • The purpose of the website is to communicate and to present general information relating to the activities of Blue Planet Investment Management Ltd.

Risk Warnings

Please remember:

  • Past performance is not a guide to the future.

  • The value of units and shares and the income from them can go down as well as up.

  • You may not get back the amount of money that you originally invested.

  • Exchange rates may cause the value of underlying overseas investments to go down as well as up.

  • Gearing, the borrowing of money to invest in shares increases the risks of an investment portfolio.  Whilst gains can be made in rising markets, value losses can be sustained in downward trending markets. Blue Planet Investment Management Ltd utilises gearing strategies.

  • Always read and fully assess the Key Features Document of any Investment Company to determine your personal appetite for risk prior to making any investment decision. If in doubt, consult an independent financial adviser.

  • Where investments are made in emerging markets, unquoted securities or smaller companies, their potential volatility may increase the risk to the value of, and the income from, the investment.  In some circumstances the underlying investments may become illiquid which may constrain the investment manager’s ability to realise some or all of the portfolio.  The registration and settlement arrangements in emerging markets may be less developed than in more mature markets so the operational risks of investing are higher.  Political risks and adverse economic circumstances are more likely to arise putting the value of your investment at risk.  Changes in the rates of currency exchange may cause the value of investments to go up or down. 

Investment Trust Companies

Blue Planet Investment Management Ltd currently provides fund administration and company secretarial services to the following Investment Trust:

  • Blue Planet Investment Trust plc

Investment Trusts are listed companies. They have independent Boards and Directors. Shares in Investment Trust companies are traded on the London Stock Exchange and are subject to the United Kingdom Listing Authority Rules. The share price will fluctuate in accordance with supply and demand and may not reflect the underlying net asset value of the overall company. The variation between the Market and Net Asset Value of the overall company is known as the discount or premium spread. Market conditions and market sentiment determine the spread between the bid and offer price of the Company shares.

Please refer to current data to determine the level of gearing for each Investment Trust.

Blue Planet Investment Management Ltd has made every effort to ensure that the data and any statements appearing on this site are factual, clear and balanced.  Errors and omissions do occur and the information presented may be incomplete.  The materials and statements presented are subject to change at any time.

Issued and approved by Blue Planet Investment Management Ltd, Authorised and Regulated by the Financial Conduct Authority, Firm Reference Number 171195. Blue Planet Investment Management Ltd is registered in UK, Company Number SC149822.

Registered Office: 17 Grosvenor Crescent, EH12 5EL Edinburgh, UK