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By accessing this site you agree that nothing in this site should be construed as being personal financial advice. You should always seek advice from your financial adviser.
UCITS V Remuneration Policy
Click HERE for important information about the Remuneration Policy.
A prospective investor must read the Key Investor Information Document(s) and Supplementary Information Document before investing in any European Wealth fund. These documents contain important information including risk factors and details of charges. We update documents on this site so please bear in mind that it is subject to change without notice.
The aim of the Fund is to provide investors with a considerably higher return than the yield available on cash deposits, combined with a cautious approach to volatility of returns.
The investment objective is achieved through a conservatively managed portfolio of government, supra-national and corporate bonds together with liquid money market instruments. No investments are made in sub investment grade bonds. Fund Price.
The tax reports for the European Wealth Enhanced Cash Fund, published in line with the UK offshore funds reporting regime, can be found here.
You will need to register to view this information, however this service is free to all investors.
To ensure you understand whether the European Wealth funds are suitable for you, please read the Key Investor Information Document which provides more information about the funds.
The funds discussed in this website may not be suitable for all investors. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction when accessing fund information contained on this site.
KW-Wealth does not guarantee the performance of any funds. Past performance is not necessarily a guide to future performance. The value of investments may go up or down and you may not get back the amount you have invested. The income from an investment is not fixed and may fluctuate and investors may be subject to tax on the distribution payments that they receive. The value of an investment involving exposure to foreign currencies can be affected by exchange rate movements which may cause the value of the investment to go up or down. European Wealth and/or its affiliated companies and/or their employees may, from time to time, hold shares or holdings in the securities or funds discussed in this website and may as agent buy or sell those securities.
The information contained in this website has been prepared using all reasonable care. However, it is not guaranteed as to its accuracy, and it is published solely for information purposes. Our opinions are subject to change without notice and we are not under any obligation to update or keep this information current.
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The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.