PORTFOLIOS
Keystone Fund
Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a 5-year, or any, period. The Fund seeks to meet its objectives primarily (at least 70%) by investing directly and/or indirectly (via collective investment schemes) in bonds (investment grade and sub-investment grade).
The Fund may also invest in collective investment vehicles (including funds managed and/or operated by the Authorised Corporate Director (ACD) and/or Investment Manager (and including other sub-funds of the Company)) providing exposure to assets including equities, money market instruments, fixed and floating rate debt investments, asset-backed securities, as well as cash, infrastructure/property and alternatives such as commodities as permitted by the rules.
The Fund may also invest directly in equities, money market instruments, deposits, cash and near cash.
Save as noted above the Fund will not have any particular industry or economic sector focus and as such weightings in these may vary as required.
Derivatives and forward transactions may be held for efficient portfolio management purposes.
The materials appearing on this website do not constitute financial advice and are provided for general information purposes only. No warranty, whether express or implied is given in relation to such materials. We cannot be held liable for any technical, editorial, typographical or other errors or omissions within the information provided on this website, nor shall we be responsible for the content of any web images or information linked to this website.
Past performance of an investment is no guarantee for its future performance. The value of your investment can go down as well as up so you may get back less than you originally invested. Some investments may be subject to sudden and large falls in value and on realisation you may receive back less than you invested or may be required to pay more. Changes in foreign exchange rates may have an adverse effect on the price, value or income of an investment. BLACKWOOD ASSET MANAGEMENT does not provide tax advice and we would recommend that you take direct financial and/or tax advice as to the implications (including tax) of investing in any of the products mentioned herein (The Financial Conduct Authority does not regulate taxation advice).
Blackwood Asset Management is a trading style of SORBUS PARTNERS LLP, a limited liability partnership registered in England and Wales with registration number OC378465. SORBUS PARTNERS LLP is authorised and regulated by the Financial Conduct Authority with firm reference number 588466.
INTEGRA Publishing Limited is retained by SORBUS PARTNERS LLP through it trading style Blackwood Asset Management, to provide distribution services. This includes website design, maintenance and development. INTEGRA also is responsible for publishing content in its magazine and organising events and other communications. It does not share any data relating to underlying client details.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.