AMATI GLOBAL INVESTORS - Finely Crafted Investments

Risk Warning

The value of your investment and the income from it can go down as well as up and you may not get back the amount invested, even allowing for the tax reliefs. An investment in Amati VCT or Amati VCT 2 may not be suitable for your circumstances and you should seek professional advice before investing. Past performance should not be taken as a guide to future performance. New legislation in relation to VCTs has been introduced frequently over the last few years, and further new legislation may adversely constrain the investment policy of VCTs in the future, and reduce returns to shareholders. Amati VCT or Amati VCT 2 shares, although listed, may be difficult to sell. Although Amati VCT or Amati VCT 2 has consistently bought shares back on the market over the last five years where available, this may not be the case in the future. An investment in Amati VCT or Amati VCT 2 should be regarded as a long term investment. Shareholders must retain their shares for five years to retain their initial income tax relief. Many of the investments made by Amati VCT or Amati VCT 2 will be in companies whose securities have limited liquidity and which may therefore be difficult to realise. Investments in such companies are substantially riskier than those in larger companies. If Amati VCT or Amati VCT 2 loses its HMRC approval, tax reliefs previously obtained may be lost. The fund manager may trade in derivatives in order to provide a limited degree of protection from the adverse effect of a fall in stock markets; however, there is no guarantee that this risk mitigation will be in place through periods of market falls. The use of derivatives will reflect the fund manager's view of markets generally. The levels of charges for VCTs are generally higher than for unit trusts and open ended investment companies. The foregoing is only a summary and more details are set out on page 4-8 of the Top Up Offer Document.

Risk Warning

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