14 January 2025
With new launches and appetite shifting, Rhys Petheram explores the growth trajectory of active ETFs in Europe and why they are likely to become a key part of the investor toolkit.
Information on this website is intended only for the use of institutional investors, in terms of the provisions of paragraph XVII of article 2 of the Mexican Securities Market Law (“Institutional Investor”) and accredited investors, in terms of the provisions of paragraph XVI of Article 2 of the Mexican Securities Market Law and in accordance with Article 1 section XV of the General Provisions Applicable to Securities Issuers and Other Participants of the Securities Market (“Accredited Investor”). The information available on this website is not intended for use by members of the public. Should you proceed to access this website, you will be representing and warranting that you are an Institutional Investor or Accredited Investor. Before entering into any relationships with you we shall evaluate, on the basis of information that you will be requested to provide us, whether you meet all the requirements for your being qualified as an institutional or accredited investor. Not for onward distribution.
The shares in the funds have not been and will not be registered with the National Registry of Securities, maintained by the Mexican National Banking and Securities Commission and, as a result, may not be offered or sold publicly in Mexico. The information set forth herein has not been filed with, or reviewed by, the Mexican National Banking and Securities Commission and, as a result, should you decide to invest in shares in the fund, such investment will be under your own evaluation, independent appraisal and risk. The funds and any underwriter or purchaser may offer and sell the shares in the funds in Mexico on a private placement basis to Institutional and Accredited Investors pursuant to Article 8 of the Mexican Securities Market Law.
You must read and acknowledge your understanding and acceptance of the following legal notice. The information on this website is made available exclusively to you and it is not for further distribution. What follows is not an offer or invitation to acquire an investment in any of the sub-funds mentioned on the website (the “Funds”), and should not be relied upon by, any person accessing the site. Persons in respect of whom such prohibitions apply must not access this website. In particular, this website is not for use by “US Persons”. A “US Person” is defined by US laws and regulations in force from time to time. If you are resident in the US, or as a corporation or other entity are organised under US law or administered by or operated for the benefit of a legal or natural US person, you should take professional advice to determine whether you are a US Person and you should not access this website until you are sure that you are not a “US Person”.
The website is not intended to provide specific investment advice or to make any recommendations about the suitability of any Fund mentioned for any particular investor. If you are unsure about the meaning of any information provided on this website then please consult your financial or other professional adviser, as there are risks arising from the investments described herein.
An application for any of the Funds’ shares can only be made having read fully the relevant Fund’s prospectus accompanied by the latest available audited annual report and by the latest half yearly report, if published later than such annual report, and application form. These documents are available from your financial advisor or sales office.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Tax assumptions may change if laws and regulations change, and the value of tax relief (if any) will depend upon your individual circumstances.
Use of this website
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
5 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
6 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
7 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
8 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
9 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
10 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
11 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
12 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
13 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Update
This Important Legal Information may be updated from time to time. If you choose to bookmark pages within the website for future use, you agree that it is your responsibility to check if any such updates have been made since you last visited this website.
By clicking “accept”, I hereby acknowledge my understanding and acceptance of this Legal Information and accept and confirm that I am an Institutional Investor or an Accredited Investor.
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Click here to read our privacy policy
Thank you for visiting our website and for using our services. We’d like to tell you about our privacy policy and how we use cookies on our website. We have defined some words and phrases to help make it clear what we mean:
In this Privacy Policy and Cookie Statement:
“personal data” means personal data as defined under the Law, we also refer to personal data as “data about yourself”, “personal information”, “your information”, “personal details” and “information about you”.
“data controller” means data controller as defined in applicable data protection legislation
“Tabula Investment Management Limited” and is also referred to as “Tabula”, “Us” and “We”.
“the Law” means applicable data protection legislation.
This Privacy Policy and Cookie Statement (together with our Terms of Conditions of Use) tell you how we will process any personal data that we collect from you, or that you provide to us. The Law says we must provide you with this information and we hope this will help you to understand how we will keep your personal data safe.
The Law says that [Tabula Investment Management Limited] is the data controller. We are committed to protecting your privacy and personal data as you use our website and web services. We take seriously our responsibility to hold your personal data securely and confidentially.
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Your Personal Data
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Sharing your personal data in order to send you marketing information
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We transfer your personal data to the United States for own analysis purposes by employing the Google Analytics technologies.
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Tabula Investment Management Limited, 6th Floor, 55 Strand, London, WC2N 5LR.
If you prefer, please send us an email info@tabulaim.com.
Where the Law permits, we may charge you a small fee to cover the costs of sending this personal data to you.
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Data Retention
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Cookies
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We use cookies to:
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We use two types of cookie:
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You can find more information about the individual cookies we use, when they expire and the purposes for which we use them in the table below:
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| wordpress_test_cookie | WordPress sets this cookie when a user navigates to the login page. The cookie is used to check whether user’s web browser is set to allow, or reject cookies. This is a session cookie. |
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Third party cookies
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Please note that third parties (including, for example, providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.
Accepting or rejecting cookies
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Use of Google Analytics
This website uses Google Analytics, a web analytics service provided by Google Inc. (‘Google’). Google Analytics uses ‘cookies’ which are text files placed on your computer, to help the website analyse how users use the site.
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Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google.
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Direct Marketing
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Revisions to the Privacy Policy and Cookies Statement
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Issued and approved in the United Kingdom by Tabula Investment Management Limited (“Tabula”), authorised and regulated by the Financial Conduct Authority (“FCA”). Tabula is a private limited company registered in England and Wales (Registered no. 11286661). Registered address: 10 Norwich Street, London EC4A 1BD. Business address: 6th Floor, Denham Building, 27 St. James’s Street, London SW1A 1HA.
Copyright © 2021 Tabula Investment Management Limited ®. All rights reserved.
Business address: 6th Floor, 55 Strand, London, WC2N 5LR
Austria
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US OffshoreAustriaBelgiumDenmarkFinlandFranceGermanyIrelandItalyLuxembourgNetherlandsNorwayPortugalSpainSwedenSwitzerlandUnited KingdomBrazilChileMexicoUS Offshore1 About the promoter
The information contained on this website relates to products offered by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Waystone Investment Management (IE) Limited (“Waystone”) is the appointed distributor in the European Economic Area. Waystone is authorised in Ireland as an investment firm under the Markets in Financial Instruments Directive and is regulated by the Central Bank of Ireland under reference number C1011. Waystone does not provide investment advice on an independent basis.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Waystone to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933.
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 Website user categorisation
You have elected to enter the website as a non-professional investor. The professional investor section of the website and its content is restricted to “Professional Investors” only and is not intended for retail or private investors. Professional Investors are defined as a Per Se Professional Client, or an Elective Professional Client, both as defined under the Markets in Financial Instruments Directive, or a Qualified Investor as defined under Regulation (EU) 2017/1129 or an equivalent in a jurisdiction outside the EEA. For example, in Switzerland, the equivalent term is Professional Client or Institutional Client according to the Federal Act on Financial Services, and in the UK the equivalent terms is a Professional Client as defined in the FCA’s Handbook of Rules and Guidance.As a matter of general policy Tabula will not conduct regulated investment activities with any person as a result of their receiving information from the website, unless agreed otherwise with a professional investor.
5 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
6 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.”
7 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.”
8 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
9 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
10 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
11 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
12 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula Investment Management Limited (“”Tabula””), and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
13 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
14 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Click here to read our privacy policy
1 About the promoter
The information contained on this website relates to products offered by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Waystone Investment Management (IE) Limited (“Waystone”) is the appointed distributor in the European Economic Area. Waystone is authorised in Ireland as an investment firm under the Markets in Financial Instruments Directive and is regulated by the Central Bank of Ireland under reference number C1011. Waystone does not provide investment advice on an independent basis.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Waystone to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933.
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 Website user categorisation
The professional investor section of the website and its content is restricted to “Professional Investors” only and is not intended for retail or private investors. By entering the institutional investor section of the website, you affirm either that you are a Per Se Professional Client, or that you wish to be treated as an Elective Professional Client, both as defined under the Markets in Financial Instruments Directive, or a Qualified Investor as defined under Regulation (EU) 2017/1129 or an equivalent in a jurisdiction outside the EEA. For example, in Switzerland, the equivalent term is Professional Client or Institutional Client according to the Federal Act on Financial Services, and in the UK the equivalent terms is a Professional Client as defined in the FCA’s Handbook of Rules and Guidance.
In accessing the website as a Professional Investor you will be undertaking, warranting and representing to Tabula that you are a Professional Investor. Please note that Tabula will be acting in reliance upon your undertaking, warranty and representation and you shall indemnify us and hold us harmless against all claims liabilities, losses, damages, costs and expenses incurred or suffered by us by reason of any breach of such undertaking, warranty and representation.
As a matter of general policy Tabula will not conduct regulated investment activities with any person as a result of their receiving information from the website, unless agreed otherwise with a professional investor.
Any non-Professional Investors should click on “Back” to return to the landing page.
5 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
6 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
7 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
8 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
9 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
10 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
11 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
12 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula Investment Management Limited (“”Tabula””), and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
13 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
14 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Information on this website is intended only for the use of professional investors. The information available on this website is not intended for direct use by members of the public. Should you proceed to access this website, you will be representing and warranting that you are a professional investor. Before entering into any relationships with you we shall evaluate, on the basis of information that you will be requested to provide us, whether you meet all the requirements for your being qualified as a professional investor. Not for onward distribution.
The shares in the funds may not be offered or sold to the public in Brazil. Accordingly, the shares in the funds have not been and will not be registered with the Brazilian Securities and Exchange Commission (Comissão de Valores Mobiliários, the “CVM”), nor have been submitted to the foregoing agency for approval. Documents relating to the shares in the funds, as well as the information contained therein, may not be supplied to the public in Brazil, as the offering of the shares in the funds is not a public offering of shares in Brazil, nor used in connection with any offer for subscription or sale of securities to the public in Brazil. A seller of the shares in the funds may be asked by the purchaser to comply with procedural requirements to evidence previous title to the shares in the fund and may be subject to taxation on capital gains which may be withheld from the sale price. Persons wishing to offer or acquire the shares in the fund within Brazil should consult with their own counsel as to the applicability of these registration requirements or any exemption therefrom.
You must read and acknowledge your understanding and acceptance of the following legal notice. The information on this website is made available exclusively to you and it is not for further distribution. What follows is not an offer or invitation to acquire an investment in any of the sub-funds mentioned on the website (the “Funds”), and should not be relied upon by, any person accessing the site. Persons in respect of whom such prohibitions apply must not access this website. In particular, this website is not for use by “US Persons”. A “US Person” is defined by US laws and regulations in force from time to time. If you are resident in the US, or as a corporation or other entity are organised under US law or administered by or operated for the benefit of a legal or natural US person, you should take professional advice to determine whether you are a US Person and you should not access this website until you are sure that you are not a “US Person”.
The website is not intended to provide specific investment advice or to make any recommendations about the suitability of any Fund mentioned for any particular investor. If you are unsure about the meaning of any information provided on this website then please consult your financial or other professional adviser.
An application for any of the Funds’ shares can only be made having read fully the relevant Fund’s prospectus accompanied by the latest available audited annual report and by the latest half yearly report, if published later than such annual report, and application form. These documents are available from your financial advisor or sales office.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Tax assumptions may change if laws and regulations change, and the value of tax relief (if any) will depend upon your individual circumstances.
Use of this website
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
5 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
6 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
7 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
8 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
9 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
10 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
11 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
12 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
13 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Click here to read our privacy policy
Please read these Terms and Conditions of Use (“Terms and Conditions”) carefully. Janus Henderson Investors (“Janus Henderson”) owns and operates this NRA Channel-U.S. Offshore Website (“Site”). By reading these Terms and Conditions and clicking the “I Agree” button, you expressly indicate that you understand and intend these Terms and Conditions to be the Legal equivalent of a signed, written contract, and you accept the terms of use as set forth herein and agree to be legally bound by them. If you do not agree to these Terms and Conditions, you will not be entitled to access this website or any pages thereof.
This website is intended solely for the use of US Financial Professionals servicing non-US persons.
The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to law or regulation or which would subject Janus Henderson or any of Janus Henderson’s products or services to any authorization, registration, licensing or notification requirement within any jurisdiction. The Site has been created for informational purposes and is intended to be accessed or used only by financial professionals in the United States who have clients that are not US persons. This Site is expressly not intended for citizens or residents of the United States and should not be accessed by any person in the United States. In case of doubt, please see the end of this document for a definition of “US Person”. If you are a U.S. investor, or a financial professional with clients who are US persons, please visit our other website www.janushenderson.com for assistance with products and services legally available in the United States.
It is the responsibility of financial professional wishing to make application for shares on behalf of their clients to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdictions. Financial professionals should make themselves aware of the legal requirements with respect to such application and any applicable taxes in the countries of each client’s respective citizenship, residence or domicile. Some specific restrictions may apply even in the jurisdictions in which shares of a Fund are available for public distribution.
Reservation of Rights
We reserve the right, at our discretion, to change, modify, add, or remove portions of these Terms and Conditions at any time. Each time we modify, change, add or remove portions of these Terms and Conditions you will be required to read the new version and click the “I Agree” button so as to confirm that you are in accordance with the new Terms and Conditions and continue to use the Site. If you do not agree the modifications, changes, additions or subtractions to these Terms and Conditions you will not be allowed to use the Site.
‘US Person’ is:
Use of this website
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Tax assumptions may change if laws and regulations change, and the value of tax relief (if any) will depend upon your individual circumstances.
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
5 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
6 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
7 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
8 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
9 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
10 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
11 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
12 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
13 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Click here to read our privacy policy
The offer of open-ended funds is continuous, with potential investors generally having the possibility to subscribe for shares of a fund daily, subject to the potential investors complying with all requirements of eligibility.
The information and products contained herein avail to General Rule No. 336 of the Financial Market Commission (“CMF”) and relate to securities not registered with the Securities Registry or the Registry of Foreign Securities of the CMF, and therefore such securities are not subject to oversight by the latter. Being unregistered securities, there is no obligation on the issuer to provide public information in Chile regarding such securities. These securities may not be subject to a public offer until they are registered in the corresponding Securities Registry.
The information available on this website is not intended for direct use by members of the public. Should you proceed to access this website, you will be representing and warranting that you are a Qualified Investor. Before entering into any relationships with you we shall evaluate, on the basis of information that you will be requested to provide us, whether you meet all the requirements for your being qualified as a Qualified Investor.
You must read and acknowledge your understanding and acceptance of the following legal notice. The information on this website is made available exclusively to you and it is not for further distribution. What follows is not an offer or invitation to acquire an investment in any of the sub-funds mentioned on the website (the “Funds”), and should not be relied upon by, any person accessing the site. Persons in respect of whom such prohibitions apply must not access this website. In particular, this website is not for use by “US Persons”. A “US Person” is defined by US laws and regulations in force from time to time. If you are resident in the US, or as a corporation or other entity are organised under US law or administered by or operated for the benefit of a legal or natural US person, you should take professional advice to determine whether you are a US Person and you should not access this website until you are sure that you are not a “US Person”.
The website is not intended to provide specific investment advice or to make any recommendations about the suitability of any Fund mentioned for any particular investor. If you are unsure about the meaning of any information provided on this website then please consult your financial or other professional adviser.
An application for any of the Funds’ shares can only be made having read fully the relevant Fund’s prospectus accompanied by the latest available audited annual report and by the latest half yearly report, if published later than such annual report, and application form. These documents are available from your financial advisor or sales office.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Tax assumptions may change if laws and regulations change, and the value of tax relief (if any) will depend upon your individual circumstances.
Use of this website
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
5 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
6 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
7 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
8 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
9 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
10 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
11 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
12 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
13 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
I hereby declare that I am or represent a qualified investor as defined in numbers 1 to 6 of section II in General Rule No.216 of the Chilean Commission for the Financial Market and am in full knowledge of its contents (“Qualified Investor”). Furthermore, I hereby declare that I will make proper use of the information contained in Janus Henderson’s website pursuant to Chilean Markets Law No.18.045.
The information contained in these pages must not be used or relied upon by private investors.
Information on this website is intended only for the use of institutional, sophisticated, professional investors or their equivalent in your jurisdiction. Should you proceed to access this website, you will be representing and warranting that you are an institutional, sophisticated or professional investor or their equivalent in your jurisdiction.
This website is not intended for investors in all Latin American countries. It may be restricted by law, may not be reproduced or referred to without express written permission or used in any jurisdiction or circumstance in which its use would be unlawful. Not all products or services are available in all jurisdictions. The contents of this website have not been approved or endorsed by any regulatory agency.
The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to law or regulation or which would subject Janus Henderson Investors or any of Janus Henderson Investors’s products or services to any authorization, registration, licensing or notification requirement within any jurisdiction. It is your responsibility to be aware of, to obtain all relevant regulatory approvals, licenses, verifications and/or registrations under, and to observe all applicable laws and regulations of any relevant jurisdiction in connection with your access to this website.
For Argentinian investors: this website and the corresponding documents constitute an offering of securities with insufficient connection to the Republic of Argentina under Section III, Chapter I, Title XX of the Argentine Securities and Exchange Commission (Comisión Nacional de Valores, or the “CNV”) regulations. As a result, this website, and the corresponding documents are not authorized by the CNV and are not subject to its reporting, periodic information requirements, or oversight. Furthermore, the CNV has not reviewed or endorsed the information provided in any offering document (including this website and the corresponding documents), nor the accuracy of any accounting, financial, economic data, or any other information disclosed therein, which remains the sole responsibility of Janus Henderson Investors, and the other parties involved.
For Institutional Investors in Peru: the Shares on the funds have not been registered before the Superintendencia del Mercado de Valores (SMV) and are being placed by means of a private offer. SMV has not reviewed the information provided to the investor. This communication and any accompanying information (the “Materials”) are intended solely for informational purposes and do not constitute (and should not be interpreted to constitute) the offering, selling, or conducting of business with respect to such securities, products or services in the jurisdiction of the addressee (this “Jurisdiction”), or the conducting of any brokerage, investment advisory, banking or other similarly regulated activities (“Financial Activities”) in this Jurisdiction. Neither Janus Henderson Investors, nor the securities, products and services described herein, are registered or licensed (or intended to be) in this Jurisdiction. Furthermore, neither Janus Henderson Investors or the securities, products, services or activities described herein, are regulated or supervised by any governmental or similar authority in this Jurisdiction. The Materials are private, confidential and are sent by Janus Henderson Investors only for the exclusive use of the addressee, who declares that it qualifies as an Institutional Investor in accordance with the laws and regulations of private offer of securities in this Jurisdiction. The Materials must not be publicly distributed and any use of the Materials by anyone other than the addressee is not authorized. The addressee is required to comply with all applicable laws in this Jurisdiction, including, without limitation, tax laws and exchange control regulations, if any.
For Uruguayan investors: The sale of the shares qualifies as a private placement pursuant to section 2 of Uruguayan law 18,627. We make reference to the Private Placement Agreement in regard to Janus Henderson Investors Funds. This website and the content within it, is for the purposes of covering the agreement established to supply updated information, but in no case will be considered as forming part, replacing or complementing the information that constitutes the Fund’s prospectus and key investor information document, and their respective means of access, as well as any other that may correspond in case of subscription. This communication and the information contained is intended solely for professional use, and is addressed to you in a determined and direct manner, and not for further distribution. It is the responsibility of any persons distributing, advising, canalizing and/or investing in shares of the Funds, including any related literature used, to comply with all applicable laws and regulations of any jurisdiction the abovementioned takes place. Nothing in this website or the content within it shall constitute a communication to acquire, sell or exchange securities and does not imply an authorization for the distribution to any person by any means of the Funds mentioned or referred to in this email or the content within it (except as provided in the respective private placement agreement, if applicable), or any other information, which should be subject to Janus Henderson Investors prior consent. In such regards, this website does not constitute an invitation or offer to contract, to which Janus Henderson Investors will not be obliged. In any case, the Funds mentioned or referred to on the website and the content within shall not be offered or distributed to the public in Uruguay, and/or by any means or circumstances which would constitute a public offering or distribution under Uruguayan laws and regulations. The fund/s are not and will not be registered with the Financial Services Superintendence of the Central Bank of Uruguay. The shares correspond to investment funds that are not investment funds regulated by Uruguayan law 16,774 dated September 27, 1996, as amended.
The information available on this website is not intended for direct use by members of the public. Before entering into any relationships with you we shall evaluate, on the basis of information that you will be requested to provide us, whether you meet all the requirements for your being qualified as an institutional, sophisticated or professional investor or their equivalent in your jurisdiction.
You must read and acknowledge your understanding and acceptance of the following legal notice. The information on this website is made available exclusively to you and it is not for further distribution. What follows is not an offer or invitation to acquire any kind of shares or securities in any of the sub-funds mentioned on the website (the “Funds”), and should not be relied upon by, any person accessing the site. Persons in respect of whom such prohibitions apply must not access this website. In particular, this website is not for use by “US Persons”. A “US Person” is defined by US laws and regulations in force from time to time. If you are resident in the US, or as a corporation or other entity are organised under US law or administered by or operated for the benefit of a legal or natural US person, you should take professional advice to determine whether you are a US Person and you should not access this website until you are sure that you are not a “US Person”.
The website is not intended to provide specific investment advice or to make any recommendations about the suitability of any Fund mentioned for any particular investor. If you are unsure about the meaning of any information provided on this website then please consult your financial or other professional adviser.
An application for any of the Funds’ shares can only be made having read fully the relevant Fund’s prospectus accompanied by the latest available audited annual report and by the latest half yearly report, if published later than such annual report, and application form. These documents are available from your financial advisor or sales office.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Tax assumptions may change if laws and regulations change, and the value of tax relief (if any) will depend upon your individual circumstances.
Use of this website
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
5 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
6 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
7 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
8 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
9 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
10 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
11 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
12 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
13 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Click here to read our privacy policy
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933.
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 Website user categorisation
The professional investor section of the website and its content is restricted to “Professional Investors” only and is not intended for retail or private investors. By entering the institutional investor section of the website, you affirm either that you are a Per Se Professional Client, or that you wish to be treated as an Elective Professional Client, both as defined under the Markets in Financial Instruments Directive, or a Qualified Investor as defined under Regulation (EU) 2017/1129 or an equivalent in a jurisdiction outside the EEA. For example, in Switzerland, the equivalent term is Professional Client or Institutional Client according to the Federal Act on Financial Services, and in the UK the equivalent terms is a Professional Client as defined in the FCA’s Handbook of Rules and Guidance.
In accessing the website as a Professional Investor you will be undertaking, warranting and representing to Tabula that you are a Professional Investor. Please note that Tabula will be acting in reliance upon your undertaking, warranty and representation and you shall indemnify us and hold us harmless against all claims liabilities, losses, damages, costs and expenses incurred or suffered by us by reason of any breach of such undertaking, warranty and representation.
As a matter of general policy Tabula will not conduct regulated investment activities with any person as a result of their receiving information from the website, unless agreed otherwise with a professional investor.
Any non-Professional Investors should click on “Back” to return to the landing page.
5 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
6 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
7 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
8 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula.
9 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
10 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
11 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
12 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.”
13 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
14 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Click here to read our privacy policy
1 About the promoter
The information contained on this website is communicated by Tabula Investment Management Limited (“Tabula”). Tabula is authorised and regulated by the Financial Conduct Authority. Registered address: 10 Norwich Street, London EC4A 1BD. Some calls may be recorded for monitoring purposes.
This website provides information about various investment strategies (“Tabula Strategies”). The provision of such information may constitute a financial promotion by Tabula. The use of this website is subject to the following terms and conditions (the Terms) which you should read carefully. By using this website you agree to be legally bound by these Terms. If you do not accept these Terms, please do not use this website.
2 Distribution of information
The distribution of the information and material on this website may be restricted by law in certain countries. None of the information is directed at, or is intended for distribution to, or use by, any person or entity in any jurisdiction (by virtue of nationality, place of residence, domicile or registered office) where publication, distribution or use of such information would be contrary to local law or regulation, or would subject Tabula to any registration or licensing requirements in such jurisdiction. You must inform yourself about, and observe any such restrictions in your jurisdiction and by accessing this website you represent that you have done so. The information on this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). Products related to Tabula Strategies have not been registered in the United States under the Investment Company Act of 1940 and interests therein are not registered in the United States under the Securities Act of 1933
3 No offer
The information and material on this website, including any offering document, is intended to be used for information purposes only. None of the information constitutes a public offer of securities under any applicable legislation, or an offer to sell, or a solicitation or an offer to purchase, any financial instruments, including but not limited to Tabula.
4 Website user categorisation
You have elected to enter the website as a non-professional investor. The professional investor section of the website and its content is restricted to “Professional Investors” only and is not intended for retail or private investors. Professional Investors are defined as a Per Se Professional Client, or an Elective Professional Client, both as defined under the Markets in Financial Instruments Directive, or a Qualified Investor as defined under Regulation (EU) 2017/1129 or an equivalent in a jurisdiction outside the EEA. For example, in Switzerland, the equivalent term is Professional Client or Institutional Client according to the Federal Act on Financial Services, and in the UK the equivalent terms is a Professional Client as defined in the FCA’s Handbook of Rules and Guidance.
As a matter of general policy Tabula will not conduct regulated investment activities with any person as a result of their receiving information from the website, unless agreed otherwise with a professional investor.
5 No investment advice
This website is published solely for information purposes and does not constitute investment, legal, tax or other advice. It should not be relied upon in making an investment decision. The website is not tailored to the needs of any individual investor and does not contain any personal recommendation relating to any investment product, or any representation that an investment or strategy is suitable or appropriate for your individual circumstances. If any information on this website refers to a particular tax treatment, the tax treatment described depends on the individual circumstances of each client and may be subject to change in future. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
6 No warranty
Information contained on this website has been taken from sources considered by Tabula to be reliable, however, the information is unaudited. No express or implied warranty or representation is given:
(i) in relation to any aspect or characteristic of the website or any information contained on it;
(ii) as to the accuracy, completeness, availability, timeliness, merchantability or fitness for purpose of any information on the website, including but not limited to any quotations, news, opinions, commentaries, recommendations, data or pricing;
(iii) that access to any aspect of the website will be uninterrupted or free from delays, malfunctions or errors in transmission;
(iv) as to the future performance of any Tabula strategy; or
(v) as to any result or outcome that may be obtained from the use of the website.
Any of the information on this website may be changed, updated or removed without prior notice, however, Tabula is under no obligation to update the information and does not represent that it or any other person will do so.
7 No liability for loss or damage
Tabula (including any of its directors, officers or employees, third party agents and affiliates) will not be liable for any loss or damage of any kind, in whole or in part, howsoever caused, resulting from the use of, reliance upon, failure of or inability to access this website or any linked website, or resulting from the act or omission of any other party involved in making this website or the information on it available to you, whether or not the circumstances giving rise to such loss or damage were within the control of Tabula knew of the possibility of loss or damage arising.
The Terms and Conditions are not intended to exclude or restrict any duty or liability Tabula may have under the UK regulatory system.
8 Indemnity
You agree to indemnify Tabula and its affiliates against any losses, claims, liabilities, damages, costs and expenses (including reasonable legal fees) arising from or relating to your:
(i) use of this website;
(ii) breach of any of the Terms and Conditions or any representation made by you herein; or
(iii) violation of any applicable law, statute, regulation or any third party’s rights.
This website and access to it can be terminated at any time, with or without notice, and for any reason. Termination of your access and use of the website does not relieve you of any obligations arising prior to such termination or limit any liability that you otherwise may have to Tabula
9 Modifications and additional terms and conditions
By accepting the Terms and Conditions, you also agree to be bound by any additional or alternative terms and conditions that apply to individual pages within this website or individual documents that may be downloaded from this website, as specified on those pages or documents. Your continued use of this website shall signify your agreement with and understanding of any additional or modified terms or conditions. If you access a page or document and do not understand, or do not agree to be bound by, any additional or alternative terms and conditions specified, you must cease using that page or document immediately.
Tabula may change the Terms and Conditions at any time, without further notice to you.
10 Linked websites
This website may provide addresses or hyperlinks which lead you to other websites (“Linked Sites“). We have not reviewed nor do we endorse or recommend any products or services offered or information contained on Linked Sites, and disclaim any liability for their content or any consequences of their use. Any web addresses and hyperlinks in this website are provided solely for convenience and information. Accessing any Linked Sites shall be at your own risk.
You must not link this website to any other website in such a way as to make it possible for a user to bypass the page containing the Terms and Conditions.
11 Internet Communications
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Tabula reserves the right to monitor all internet communications, including conversations held using the live chatbot, web and email traffic, into and out of its domains. Monitoring includes checks for, but not limited to; viruses and other malignant code, criminal activity, and use or content which is unauthorized.
Information on ‘cookies’ is available by clicking here.
12 Copyright and proprietary rights
Unless otherwise specified, this website and its content are owned by Tabula, and may contain information, text, graphics, video, software, logos, and other materials (“Content“) that are protected by copyright, trademarks, or other proprietary rights. No permission is granted to upload, copy, modify, post, frame, amend or distribute Content in any way without obtaining the prior written permission of Tabula. All intellectual property rights in any part of the world which subsist in the contents of this website and which belong Tabula save as expressly granted, hereby reserved.
13 Trade Marks
This website contains numerous registered and unregistered trademarks belonging to Tabula. These trademarks include, but are not limited to, ‘Tabula” logo and “Tabula”. If you are in doubt as to whether an item is a trademark of Tabula, please contact us for clarification at the registered office address above.
14 Governing law and jurisdiction
Use of this website shall be governed by and construed in accordance with English law and any dispute arising in relation to this website is subject to the jurisdiction of the English courts.
Click here to read our privacy policy
Thank you for visiting our website and for using our services. We’d like to tell you about our privacy policy and how we use cookies on our website. We have defined some words and phrases to help make it clear what we mean:
In this Privacy Policy and Cookie Statement:
“personal data” means personal data as defined under the Law, we also refer to personal data as “data about yourself”, “personal information”, “your information”, “personal details” and “information about you”.
“data controller” means data controller as defined in applicable data protection legislation
“Tabula Investment Management Limited” and is also referred to as “Tabula”, “Us” and “We”.
“the Law” means applicable data protection legislation.
This Privacy Policy and Cookie Statement (together with our Terms of Conditions of Use) tell you how we will process any personal data that we collect from you, or that you provide to us. The Law says we must provide you with this information and we hope this will help you to understand how we will keep your personal data safe.
The Law says that [Tabula Investment Management Limited] is the data controller. We are committed to protecting your privacy and personal data as you use our website and web services. We take seriously our responsibility to hold your personal data securely and confidentially.
If you use the online email or the online chat facilities, we will ask you to provide us with certain up to date personal data and we will handle this personal data in accordance with the Law. We may need to ask you for your personal data to help us to meet your needs and to provide you with the services you require. If you do not provide your personal data to us, it may make it impossible for us to provide these services to you.
We maintain strict security standards and procedures with a view to preventing unauthorised access to your data by anyone, including our staff. We use leading technologies such as (but not limited to) data encryption, firewalls and server authentication to protect the security of your data. The staff of Tabula Investment Management Limited follow strict privacy standards and whenever we hire third parties to provide support services, we require them to observe the same standards and to allow us to audit them for compliance.
Your Personal Data
We use your personal data to service your account, improve our services to you, to provide information to you about our services and to inform you about additional products or services that may be of interest to you. We may identify these products or services by using cookies on our website which track and analyse how you use our website.
We may collect, process, use and store your personal data electronically or on paper and in written or digital formats. We collect, process and use your personal data with automated tools and only keep it for as long as is necessary to fulfil the purposes for which it has been collected.
Sharing your personal data in order to send you marketing information
Where you opt in to receive direct marketing materials from us, we may send your personal data to third parties with whom we have contracted to provide these materials to you on our behalf and in our name. By opting in to receive direct marketing from us, you agree that we may send your personal data to these third parties who may be based in the country where you live or elsewhere.
Sharing your personal data with other organisations
In certain circumstances we may also send your personal data to other third parties such as:
This may mean we send your personal data to these organisations outside Europe (the European Economic Area (EEA)) or outside any other country from where you may access our website, to countries where the Law may not guarantee the protection of your personal data. However, we will ensure that your personal data is transferred, processed and maintained to the standards required by Law.
We transfer your personal data to the United States for own analysis purposes by employing the Google Analytics technologies.
We may forward your personal data to the Police or another regulatory body if we are asked to do so or wish to do so in order to comply with the Law or in relation to any suspected misuse by you of our web site or any of our web site services. We endeavour to prevent unauthorised disclosures of your personal data by other people, but we are not responsible for any unauthorised disclosures or other breaches of security or for the actions of others if the personal data was passed to them with your authority or with the authority of anybody other than us or our associated companies.
How to access your personal data
The Law says you have the right to ensure your personal data is kept up to date and accurate, and for some jurisdictions the right to find out from where your data was originally collected, where it has been transferred to and for which purposes it is now stored. You have the right to have your personal data deleted if it has been collected or processed unlawfully, and you may object to us processing your personal data at any time. If you want to do any of these things or you would like a copy of the personal data we hold, please write to:
Tabula Investment Management Limited, 6th Floor, 55 Strand, London, WC2N 5LR.
If you prefer, please send us an email info@tabulaim.com.
Where the Law permits, we may charge you a small fee to cover the costs of sending this personal data to you.
Anonymous or pseudonymized use
In accordance with applicable data protection legislation, you may choose to use the website in an anonymised or pseudonymized manner. This applies only to the extent that anonymous or pseudonymized use of the website is technically possible and reasonable.
Data Retention
We will retain your personal data while we are providing our services to you and we will not retain your personal data for longer than is strictly necessary.
Intellectual Property
All intellectual property rights in any part of the world which subsist in the contents of this website and which belong to Tabula, save as expressly granted, hereby reserved.
Cookies
By accepting this Privacy Policy and Cookie Statement when you enter our website and by continuing to access our website in the future you acknowledge and agree that we may track and record information for systems, marketing, trouble shooting, administrative and reporting purposes, including, for instance, the aggregate number of visitors to the website and the sections of the site visited by visitors using cookies. Cookies are small text files placed on your computer and are commonly used on the internet.
We use cookies to:
We do not use cookies to track you after you leave our website and we do not store any personal data in cookies in a format that can be read by anyone else.
We use two types of cookie:
Session cookies: These are temporary and are deleted as soon as you close your browser; and
Persistent cookies: These are stored on your computer until they expire or you remove them. Persistent cookies store your personal preferences such as your language preferences on multi-lingual sites to make subsequent visits easier. They also remember questions we have asked you previously, such as a request to complete an online survey.
You can find more information about the individual cookies we use, when they expire and the purposes for which we use them in the table below:
| pum_alm_last_activity | This cookie is used to remember previous states of activity within lightbox forms. Cookie is removed once session ends. |
| pum_alm_popup _open_counts |
The system sets this cookie to detect any abuse or spamming of lightbox forms. |
| popmake-terms-conditions- | The system sets this cookie when a user agrees to terms. Contained within this cookie are the terms that were agreed to – either personal investor or professional investor. If this cookie is not present then the user will be presented to accept terms. |
| pum_alm_first_activity | This cookie is used to remember previous states of activity within lightbox forms. Cookie is removed ocne session ends. |
| wordpress_test_cookie | WordPress sets this cookie when a user navigates to the login page. The cookie is used to check whether user’s web browser is set to allow, or reject cookies. This is a session cookie. |
| wordpress_ | This cookie is set by WordPress for non-logged in users. This is a session cookie |
| wordpress_logged_in_ | This cookie is set by WordPress. It is used for indication and identification of the logged in user. This is a session cookie. |
| wfwaf-authcookie- | This cookie is set by WordPress security. It is used to authenticate user’s login request. This cookie is persistent and expires in 1 day. |
| wp-settings- | WordPress also sets a few wp-settings-[UID] cookies. The number on the end is your individual user ID from the users database table. This is used to customize your view of admin interface, and possibly also the main site interface. |
| wp-settings-time | WordPress also sets a few wp-settings-{time}-[UID] cookies. The number on the end is your individual user ID from the users database table. This is used to customize your view of admin interface, and possibly also the main site interface. |
| cookie_notice_accepted | This cookie is set by a WordPress plugin “Cookie Notice” when the user accepts the website’s Cookie policy by clicking on the button “I accept” when visiting our website for the first time. This cookie is persistent and expires in 1 day. |
| _ga, _gat, __utma, __utmt, __utmb, __utmc, __utmz and __utmv | Google Analytics requires these cookie to analyse how users interact with this website. Our analytics service provider generates statistical and other information about website use by means of cookies. The information generated relating to our website is used to create anonymous reports about the use of our website. Our analytics service provider’s privacy policy is available at http://www.google.com/policies/privacy/ |
Third party cookies
We work with third parties who, on our behalf, research the use of our website and activities on it. In doing so they may place a cookie on your computer. However, it would not contain any personal data in a format that can be read by anyone else.
We also work with third parties to evaluate the effectiveness of our advertising and promotions on third party websites. Again, the cookie would not contain any personal data in a format that can be read by anyone else.
Please note that third parties (including, for example, providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.
Accepting or rejecting cookies
You can refuse, accept or remove cookies at any time by using the settings on your internet browser. You can configure your internet browser to warn you each time a new cookie is about to be stored on your computer so that you can decide whether to accept or reject it. Please refer to your internet browser’s help section for further information. Please note that some parts of our website may not function properly if you reject cookies.
Use of Google Analytics
This website uses Google Analytics, a web analytics service provided by Google Inc. (‘Google’). Google Analytics uses ‘cookies’ which are text files placed on your computer, to help the website analyse how users use the site.
If you consent the use of cookies on this website, the information generated by the Google Analytics cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage.
Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google.
You can prevent the data (including your IP address) generated by the cookie relating to your use of this website from being collected and processed by Google by downloading and installing the browser plug-in available under the following link: http://tools.google.com/dlpage/gaoptout?hl=en.
Direct Marketing
We will only send direct marketing to you if you have given your consent for us to do so and we will not supply your personal data to third parties for their direct marketing activities, without your consent, other than in the context of a sale of this web site or a sale of our business. If you change your mind later on and you would like us to stop sending direct marketing to you, we offer simple ways to do this. Whenever you receive direct marketing by email you will be told how to unsubscribe electronically. You can also unsubscribe by contacting us at info@tabulaim.com.
Revisions to the Privacy Policy and Cookies Statement
We reserve the right to revise this policy at any time by posting a revised Privacy Policy and Cookies Statement online (of which you will be made aware when you next access this web site after such revisions have been made) and your continued access to or use of the website will mean that you agree to these changes. If you have any questions about this Privacy Policy and Cookies Statement please email us at info@tabulaim.com.
Issued and approved in the United Kingdom by Tabula Investment Management Limited (“Tabula”), authorised and regulated by the Financial Conduct Authority (“FCA”). Tabula is a private limited company registered in England and Wales (Registered no. 11286661). Registered address: 10 Norwich Street, London EC4A 1BD. Business address: 6th Floor, Denham Building, 27 St. James’s Street, London SW1A 1HA.
Copyright © 2021 Tabula Investment Management Limited ®. All rights reserved.
Business address: 6th Floor, 55 Strand, London, WC2N 5LR
Click here to read our privacy policy