Monthly review – October 2022
October 2022
Rising interest rates, higher inflation and falling bond prices have resulted in a repricing that has put fixed income back in focus.
October 2022
Rising interest rates, higher inflation and falling bond prices have resulted in a repricing that has put fixed income back in focus.
Cliquez ici pour lire notre politique de confidentialité
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.
Merci de visiter notre site web et d’utiliser nos services. Nous aimerions vous parler de notre politique de confidentialité et de la manière dont nous utilisons les cookies sur notre site web. Nous avons défini certains mots et expressions pour vous aider à comprendre ce que nous voulons dire :
Dans la présente politique de confidentialité et la déclaration sur les cookies :
» données personnelles » désigne les données personnelles telles que définies par la Loi, nous faisons également référence aux données personnelles en tant que » données vous concernant « , » informations personnelles « , » vos informations « , » détails personnels » et » informations vous concernant « .
« contrôleur de données » désigne le contrôleur de données tel que défini dans la législation applicable en matière de protection des données.
» Tabula Investment Management Limited » et est également désignée par » Tabula « , » Nous » et » Nous « .
» la Loi » désigne la législation applicable en matière de protection des données.
Cette politique de confidentialité et cette déclaration sur les cookies (ainsi que nos conditions d’utilisation) vous indiquent comment nous traiterons les données personnelles que nous recueillons auprès de vous ou que vous nous fournissez. La loi stipule que nous devons vous fournir ces informations et nous espérons que cela vous aidera à comprendre comment nous assurerons la sécurité de vos données personnelles.
La loi stipule que [Tabula Investment Management Limited] est le contrôleur des données. Nous nous engageons à protéger votre vie privée et vos données personnelles lorsque vous utilisez notre site Web et nos services Web. Nous prenons au sérieux notre responsabilité de conserver vos données personnelles de manière sûre et confidentielle.
Si vous utilisez le courrier électronique ou le chat en ligne, nous vous demanderons de nous fournir certaines données personnelles à jour et nous traiterons ces données personnelles conformément à la loi. Nous pouvons avoir besoin de vous demander vos données personnelles pour nous aider à répondre à vos besoins et à vous fournir les services que vous demandez. Si vous ne nous fournissez pas vos données personnelles, nous pourrions être dans l’impossibilité de vous fournir ces services.
Nous maintenons des normes et procédures de sécurité strictes afin d’empêcher tout accès non autorisé à vos données par quiconque, y compris notre personnel. Nous utilisons des technologies de pointe telles que (sans s’y limiter) le cryptage des données, les pare-feu et l’authentification des serveurs pour protéger la sécurité de vos données. Le personnel de Tabula Investment Management Limited respecte des normes strictes en matière de protection de la vie privée et, lorsque nous faisons appel à des tiers pour fournir des services d’assistance, nous leur demandons d’observer les mêmes normes et de nous permettre de vérifier leur conformité.
Vos données personnelles
Nous utilisons vos données personnelles pour gérer votre compte, améliorer les services que nous vous proposons, vous fournir des informations sur nos services et vous informer sur d’autres produits ou services susceptibles de vous intéresser. Nous pouvons identifier ces produits ou services en utilisant des cookies sur notre site web qui suivent et analysent la façon dont vous utilisez notre site web.
Nous pouvons collecter, traiter, utiliser et stocker vos données personnelles par voie électronique ou sur papier et dans des formats écrits ou numériques. Nous collectons, traitons et utilisons vos données personnelles à l’aide d’outils automatisés et ne les conservons que le temps nécessaire à la réalisation des objectifs pour lesquels elles ont été collectées.
Partage de vos données personnelles afin de vous envoyer des informations marketing
Lorsque vous choisissez de recevoir des documents de marketing direct de notre part, nous pouvons envoyer vos données personnelles à des tiers avec lesquels nous avons passé un contrat pour vous fournir ces documents en notre nom et pour notre compte. En choisissant de recevoir des informations de marketing direct de notre part, vous acceptez que nous envoyions vos données personnelles à ces tiers qui peuvent être basés dans le pays où vous vivez ou ailleurs.
Partage de vos données personnelles avec d’autres organisations
Dans certaines circonstances, nous pouvons également envoyer vos données personnelles à d’autres tiers, par exemple :
lorsque nous avons votre autorisation ;
lorsque la loi nous y oblige ou nous y autorise ; ou
d’autres sociétés qui nous fournissent ou vous fournissent un service, lorsque nous pouvons transférer des droits et des obligations.
Cela peut signifier que nous envoyons vos données personnelles à ces organisations en dehors de l’Europe (l’Espace économique européen (EEE)) ou en dehors de tout autre pays à partir duquel vous pouvez accéder à notre site web, dans des pays où la loi peut ne pas garantir la protection de vos données personnelles. Toutefois, nous veillerons à ce que vos données personnelles soient transférées, traitées et conservées selon les normes requises par la Loi.
Nous transférons vos données personnelles aux États-Unis à des fins d’analyse propre en employant les technologies de Google Analytics.
Nous pouvons transmettre vos données personnelles à la police ou à un autre organisme de réglementation si on nous demande de le faire ou si nous souhaitons le faire pour nous conformer à la loi ou en cas de suspicion d’utilisation abusive de notre site web ou de l’un de ses services. Nous nous efforçons d’empêcher les divulgations non autorisées de vos données personnelles par d’autres personnes, mais nous ne sommes pas responsables des divulgations non autorisées ou d’autres violations de la sécurité ou des actions d’autres personnes si les données personnelles leur ont été transmises avec votre autorisation ou avec l’autorisation de toute personne autre que nous ou nos sociétés associées.
Comment accéder à vos données personnelles
La loi stipule que vous avez le droit de vous assurer que vos données personnelles sont tenues à jour et exactes et, dans certaines juridictions, le droit de savoir d’où proviennent vos données, où elles ont été transférées et à quelles fins elles sont maintenant stockées. Vous avez le droit de faire supprimer vos données personnelles si elles ont été collectées ou traitées de manière illégale, et vous pouvez vous opposer à ce que nous traitions vos données personnelles à tout moment. Si vous voulez faire l’une de ces choses ou si vous souhaitez obtenir une copie des données personnelles que nous détenons, veuillez écrire à :
Tabula Investment Management Limited, 6th Floor, 55 Strand, London, WC2N 5LR.
Si vous préférez, veuillez nous envoyer un e-mail à info@tabulaim.com.
Lorsque la loi le permet, nous pouvons vous facturer une petite somme pour couvrir les frais d’envoi de ces données personnelles.
Utilisation anonyme ou pseudonymisée
Conformément à la législation applicable en matière de protection des données, vous pouvez choisir d’utiliser le site web de manière anonyme ou pseudonymisée. Cela ne s’applique que dans la mesure où l’utilisation anonyme ou pseudonymisée du site web est techniquement possible et raisonnable.
Conservation des données
Nous conserverons vos données personnelles tant que nous vous fournirons nos services et nous ne conserverons pas vos données personnelles plus longtemps que ce qui est strictement nécessaire.
Propriété intellectuelle
Tous les droits de propriété intellectuelle dans n’importe quelle partie du monde qui subsistent dans le contenu de ce site web et qui appartiennent à Tabula, sauf ceux qui sont expressément accordés, sont ici réservés.
Cookies
En acceptant la présente politique de confidentialité et la déclaration relative aux cookies lorsque vous accédez à notre site web et en continuant à y accéder à l’avenir, vous reconnaissez et acceptez que nous puissions suivre et enregistrer des informations à des fins de systèmes, de marketing, de dépannage, d’administration et d’établissement de rapports, y compris, par exemple, le nombre global de visiteurs du site web et les sections du site visitées par les visiteurs à l’aide de cookies. Les cookies sont de petits fichiers texte placés sur votre ordinateur et sont couramment utilisés sur l’internet.
Nous utilisons les cookies pour :
faire fonctionner notre site web, par exemple en vous dirigeant vers la bonne zone en fonction du pays que vous avez sélectionné. Nous appelons ces cookies « strictement nécessaires » ;
analyser notre site web, par exemple pour recueillir des informations qui nous aideront à comprendre les habitudes de navigation des visiteurs sur notre site web ;
compiler des rapports statistiques sur l’activité du site web, par exemple le nombre de visiteurs et les pages qu’ils visitent ;
améliorer la fonctionnalité de notre site web en stockant temporairement toute information que vous pouvez saisir dans des outils, tels que des calculatrices ou des démonstrations sur notre site web ; dans certains cas, mémoriser des informations vous concernant lorsque vous visitez notre site. Nous pouvons être amenés à le faire pour fournir certains de nos services
enregistrer votre visite sur notre site, les pages que vous avez visitées et les liens que vous avez suivis. Nous utilisons ces informations pour rendre notre site web plus pertinent par rapport à vos intérêts et pour identifier les produits ou services susceptibles de vous intéresser. Nous pouvons également partager ces informations avec des tiers à ces fins.
Nous n’utilisons pas de cookies pour vous suivre après que vous ayez quitté notre site web et nous ne stockons aucune donnée personnelle dans les cookies dans un format qui peut être lu par quelqu’un d’autre.
Nous utilisons deux types de cookies :
Les cookies de session : Ils sont temporaires et sont supprimés dès que vous fermez votre navigateur ; et
Les cookies persistants : Ils sont stockés sur votre ordinateur jusqu’à ce qu’ils expirent ou que vous les supprimiez. Les cookies persistants enregistrent vos préférences personnelles, telles que vos préférences linguistiques sur les sites multilingues, afin de faciliter vos visites ultérieures. Ils se souviennent également des questions que nous vous avons posées précédemment, comme une demande de réponse à une enquête en ligne.
Vous trouverez de plus amples informations sur les différents cookies que nous utilisons, leur date d’expiration et les objectifs pour lesquels nous les utilisons dans le tableau ci-dessous :
pum_alm_last_activity | Ce cookie est utilisé pour se souvenir des états précédents de l’activité au sein des formulaires lightbox. Le cookie est supprimé une fois la session terminée. |
pum_alm_popup _open_counts |
Le système définit ce cookie pour détecter tout abus ou spamming des formulaires lightbox. |
popmake-terms-conditions- | Le système définit ce cookie lorsqu’un utilisateur accepte des conditions. Ce cookie contient les conditions qui ont été acceptées – investisseur personnel ou investisseur professionnel. Si ce cookie n’est pas présent, l’utilisateur sera invité à accepter les conditions. |
pum_alm_first_activity | Ce cookie est utilisé pour se souvenir des états précédents de l’activité dans les formulaires lightbox. Le cookie est supprimé à la fin de la session. |
wordpress_test_cookie | WordPress définit ce cookie lorsqu’un utilisateur navigue vers la page de connexion. Le cookie est utilisé pour vérifier si le navigateur web de l’utilisateur est configuré pour autoriser ou rejeter les cookies. Il s’agit d’un cookie de session. |
wordpress_ | Ce cookie est défini par WordPress pour les utilisateurs non connectés. Il s’agit d’un cookie de session. |
wordpress_logged_in_ | Ce cookie est défini par WordPress. Il est utilisé pour l’indication et l’identification de l’utilisateur connecté. Il s’agit d’un cookie de session. |
wfwaf-authcookie- | Ce cookie est défini par la sécurité de WordPress. Il est utilisé pour authentifier la demande de connexion de l’utilisateur. Ce cookie est persistant et expire dans 1 jour. |
wp-settings- | WordPress définit également quelques cookies wp-settings-[UID]. Le nombre à la fin est votre ID d’utilisateur individuel à partir de la table de la base de données des utilisateurs. Il est utilisé pour personnaliser votre vue de l’interface d’administration, et éventuellement aussi l’interface du site principal. |
wp-settings-time | définit également quelques cookies wp-settings-{time}-[UID]. Le nombre à la fin est votre ID d’utilisateur individuel provenant de la table de la base de données des utilisateurs. Ceci est utilisé pour personnaliser votre vue de l’interface d’administration, et éventuellement aussi l’interface du site principal. |
cookie_notice_accepted | Ce cookie est défini par un plugin WordPress « Cookie Notice » lorsque l’utilisateur accepte la politique de cookies du site web en cliquant sur le bouton « J’accepte » lorsqu’il visite notre site web pour la première fois. Ce cookie est persistant et expire dans 1 jour. |
_ga, _gat, __utma, __utmt, __utmb, __utmc, __utmz and __utmv | Google Analytics a besoin de ces cookies pour analyser la manière dont les utilisateurs interagissent avec ce site web. Notre fournisseur de services d’analyse génère des informations statistiques et autres sur l’utilisation du site web au moyen de cookies. Les informations générées relatives à notre site web sont utilisées pour créer des rapports anonymes sur l’utilisation de notre site web. La politique de confidentialité de notre fournisseur de services d’analyse est disponible à l’adresse http://www.google.com/policies/privacy/. |
Cookies de tiers
Nous travaillons avec des tiers qui, en notre nom, étudient l’utilisation de notre site web et de nos activités.
Accepter ou refuser les cookies
Vous pouvez refuser, accepter ou supprimer les cookies à tout moment en utilisant les paramètres de votre navigateur Internet. Vous pouvez configurer votre navigateur internet pour qu’il vous avertisse chaque fois qu’un nouveau cookie est sur le point d’être stocké sur votre ordinateur afin que vous puissiez décider de l’accepter ou de le refuser. Pour de plus amples informations, veuillez consulter la section d’aide de votre navigateur Internet. Veuillez noter que certaines parties de notre site web peuvent ne pas fonctionner correctement si vous refusez les cookies.
Utilisation de Google Analytics
Ce site Web utilise Google Analytics, un service d’analyse Web fourni par Google Inc. (« Google »). Google Analytics utilise des cookies, qui sont des fichiers texte placés sur votre ordinateur, pour aider le site internet à analyser l’utilisation du site par ses utilisateurs.
Si vous acceptez l’utilisation de cookies sur ce site, les informations générées par les cookies de Google Analytics concernant votre utilisation du site (y compris votre adresse IP) seront transmises et stockées par Google sur des serveurs situés aux États-Unis. Google utilisera cette information dans le but d’évaluer votre utilisation du site, de compiler des rapports sur l’activité du site à destination de son éditeur et de fournir d’autres services relatifs à l’activité du site et à l’utilisation d’Internet.
Google est susceptible de communiquer ces informations à des tiers dans la mesure où la loi l’exige ou si ces tiers traitent ces informations pour le compte de Google. Google ne recoupera pas votre adresse IP avec toute autre donnée détenue par Google.
Vous pouvez empêcher la collecte et le traitement par Google des données (y compris votre adresse IP) générées par les cookies concernant votre utilisation de ce site Web en téléchargeant et en installant le plug-in de navigateur disponible sous le lien suivant : http://tools.google.com/dlpage/gaoptout?hl=en.
Marketing direct
Nous ne vous enverrons des messages de marketing direct que si vous nous en donnez l’autorisation et nous ne fournirons pas vos données personnelles à des tiers pour leurs activités de marketing direct, sans votre consentement, sauf dans le cadre d’une vente de ce site web ou d’une vente de notre entreprise. Si vous changez d’avis par la suite et que vous souhaitez que nous arrêtions de vous envoyer des messages de marketing direct, nous vous proposons des moyens simples de le faire. Chaque fois que vous recevez des messages de marketing direct par courrier électronique, nous vous indiquons comment vous désabonner électroniquement. Vous pouvez également vous désabonner en nous contactant à l’adresse info@tabulaim.com.
Révisions de la politique de confidentialité et de la déclaration relative aux cookies
Nous nous réservons le droit de réviser cette politique à tout moment en publiant en ligne une version révisée de la politique de confidentialité et de la déclaration relative aux cookies (dont vous serez informé lors de votre prochain accès à ce site Web après que ces révisions auront été effectuées) et le fait de continuer à accéder au site Web ou à l’utiliser signifie que vous acceptez ces modifications. Si vous avez des questions concernant la présente politique de confidentialité et la déclaration relative aux cookies, veuillez nous envoyer un courriel à l’adresse info@tabulaim.com.
Publié et approuvé au Royaume-Uni par Tabula Investment Management Limited (« Tabula »), autorisée et réglementée par la Financial Conduct Authority (« FCA »). Tabula est une société privée à responsabilité limitée enregistrée en Angleterre et au Pays de Galles (numéro d’enregistrement 11286661). Adresse du siège social : 10 Norwich Street, Londres EC4A 1BD. Adresse professionnelle : 6ème étage, Denham Building, 27 St. James’s Street, Londres SW1A 1HA.
Copyright © 2021 Tabula Investment Management Limited ®. Tous droits réservés.
Adresse professionnelle : 6ème étage, 55 Strand, Londres, WC2N 5LR.
Cliquez ici pour lire notre politique de confidentialité
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.
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
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.
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.