Product-Specific Disclaimer

Intended Investors / Restrictions

The information on this website relating to funds is intended exclusively for persons resident or domiciled in countries where the respective products are authorized for public distribution, offering, or sale under local laws and regulations. Access is not permitted to persons whose legal system prohibits such access.

No Recommendation, No Offer

The information published on this website regarding funds and investment products is provided for informational purposes only and does not constitute a recommendation, an offer, or a solicitation to buy, sell, or hold units. It should not be understood as financial, legal, or tax advice. Investment or other decisions should not be made solely on the basis of this information.

Fund Documents

The sole binding basis for the acquisition of fund units is the current prospectuses, fund contracts, annual and semi-annual reports, KIIDs (Key Investor Information Documents), and all other documents required under local legislation. These documents must be read carefully before making an investment decision. In addition, it is recommended to seek the advice of a qualified advisor.

Risks and Performance

Past performance is no guarantee of future results. The value of fund investments may fluctuate and may lead to the complete loss of the invested capital. Investments in foreign currencies may be subject to exchange rate risks. Funds that invest in emerging markets, small companies, or high-yield bonds may be subject to particular risks. The specific risks are described in the respective prospectus.

Liability for Information

Octa Wealth AG and third parties from whom Octa Wealth AG obtains information exercise due care in sourcing and providing such information but assume no liability for the accuracy, completeness, timeliness, or availability of the data made available for retrieval and display. Octa Wealth AG and Anevis Solutions GmbH have not independently verified the data and accept no liability for direct or indirect losses arising from the use of this information or in connection with the use thereof. The use of this information is at your own risk. It does not constitute investment advice.

Octa Wealth AG, 01.10.2025