Investment Disclaimer Past Performance

Information on past performance. Risk is fundamental to the investment process.

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Past performance can show you if there are red flags with the investment.

Investment disclaimer past performance. This is due to the volatile nature of the financial markets. Past performance is no guarantee of future results is generally treated as a w arning label. Past performance is no guarantee of future results but the phrase contains a second meaning too.

The past performance disclaimer is seen commonly in investment and other financial markets where there are unpredictable and ever changing results and outcomes. Learn why disclaimers are important for both buyers and sellers and provide legal protection for investors. Similar financial disclaimers are found on cryptocurrency websites.

How you should analyse the past performance of an investment. Past performance disclaimer a past performance disclaimer informs people that past performance doesn t guarantee future results. It is usually presented on a.

The information contained in. In sec rule 156 you ll see that all of their correspondence has to include the statement a fund s past performance does not necessarily predict future results. A potential investment opportunities label.

Nordea includes a past performance disclaimer. Don t discount an investment simply because it s done poorly recently it could improve. Past performance is not indicative of future results.

In addition to the do your own research disclaimer there s another common disclaimer out there the one that mentions past performance and future results. It is not possible to invest in an index. Any time you read a mutual fund prospectus or any kind of investment related disclosure you are probably going to come across a phrase that goes something like this.

Past performance disclaimers are notably used by financial institutions investment firms and trading platforms to warn potential and current clients that past performance does not guarantee any future results. Coindesk s terms and conditions includes the following investment disclaimer clause. We have all seen mutual fund ads stating this securities and exchange commission sec disclaimer while the remainder of the ad does nothing but display past performance morningstar stars based on past performance and how in the past the fund s performance beat an index.

Past performance is no guarantee of future results. Investment returns and principal value will fluctuate so that investors shares when sold may be worth more or less than their original cost. In the us the securities and exchange commission sec requires that mutual funds include a very specific disclaimer whenever they give information to potential investors.

Past performance simply refers to the returns made on an investment in the past. Don t assume an investment will continue to do well in the future simply because it s done well in the past. Past performance is no guarantee of future results.

This report is for illustrative purposes only. An investment disclaimer like this also explains that past performance is not an indicator of future results. Past success does not guarantee future performance you ll see this disclaimer tacked onto everything from index funds to individually managed accounts for affluent investors.

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