Accounts managed on an investor’s behalf by IndexInvest are subject to investment risk, including possible delays in repayment and loss of income and capital invested. IndexInvest, the Board of IndexInvest and its director/s and employees, the appointed administrators, consultants or agents do not guarantee any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

Our Capability Statement should be read in its entirety before making a decision to use the investment strategies. The issue of this Capability Statement Information is authorised solely by IndexInvest.

Our Capability Statement is not a product disclosure statement for the purposes of Part 7.9 of the Corporations Act 2001. Accordingly, the level of disclosure within this Capability Statement is less than that required in a product disclosure statement. Before making an investment or trading decision based on advice, the recipient should carefully consider the appropriateness of the advice in light of his or her financial circumstances and should carefully review the PDS regarding the relevant financial product.

 

Strategic Models- Capability Statement

Global Macro- Capability Statement

Sustainable Model- Capability Statement