Documents

Here you will find a chronological list of factsheets, The SUNARES Report as well as the issuing prospectus, original brochure and annual report.

There is a filter on the right-hand side so that you can request to see the list of any of these documents. For example, by selecting factsheets you will see only the list of factsheets.

For those readers who would like to see the German language version of these papers they are available by choosing to enter the German (Deutsch) version at the top-right hand of the site. Happy reading!

The SUNARES Report April 2016

The Winds of Change – Trend Reversal

Since our last full SUNARES report all the way back in May 2015 (a technical review came in between in July 2015) the world has continued to be enthralled by the actions and words of our central bankers for it is they who dictate the direction of markets.

The SUNARES Report July 2015

The successful campaign against the Swiss National Bank and the Saudi Arabians
 
In this report we wanted to take a look at two instances where our investment and thought process have worked well recently and to shine a light on one of the ways in which we conduct our business using the combined strengths of the teams based in London and Austria…

The SUNARES Report May 2015

We have not published a report for some time but this update review's Japan’s extraordinary approach to monetary intervention. The scale of Japan’s quantitative easing (QE) programme is already extreme given that October’s QE announcement announced total debt monetisation.
 
However, there is a strong case to suggest that Japan has started along a road that can only lead to further QE intervention that in turn will lead to further weakness for the yen. There are significant implications for asset markets across the world if this scenario does indeed play out and investors need to be positioned for it.

The SUNARES Report January 2014

This report looks back at a year that was dominated - once again - by central banks and we look at "easy money" and its influence on asset markets. We ask what changes we might expect from Janet Yellen who takes over from Chairman Ben Bernanke at the Federal Reserve and we contrast the US situation with the deflationary spectre that is very much evident in Europe. Monetary policy has to see a shift in Europe to avoid deflation taking hold. Following on there is a review of agriculture and the increasing frequency of abnormal weather patterns i.e. extreme cold in the US or the incessant rainfall and resulting flooding in the UK to mention just two recent examples. The final section looks at the precious metals and their current valuation levels and we look back at the Asia crisis in 1998 to see what might develop from here. We wish you pleasant reading!

The SUNARES Report January 2013

Our latest SUNARES report takes a detailed look at the current battle between deflation and inflation and why the size of the debt mountain ensures that this tug-of-war will continue. We also follow up on our November report’s look at China and how the latest economic figures are shaping up and finally we look at the US Department of Energy’s prediction for oil production and why their assumptions may prove hard to fulfil.

The SUNARES Report November 2012

Our latest SUNARES report has a look at the current state of growth in China and what this means for the future price of commodities, we also review the latest round of central bank announcements and monetary policy decisions and why this is important for the inflation outlook, how tricky it is to stay invested in a bull market, the latest on gold and silver, why food prices are set to rise for years to come and finally a brief look at natural gas and in particular the impact of shale gas on supply and prices.

The SUNARES Report September 2012

Our latest SUNARES report which covers the latest round of QE policies (money printing!), takes a look at gold as money and updates the picture for precious metal shares. We also share our thoughts about possible career choices for the young and energetic and finally we look at the falling price of tablet computers and why this is relevant to future productivity and freedom.

The SUNARES Report August 2012

Our latest SUNARES Report covers the renewed risk-on appetite, gold movements and central bank accumulation as well as a regulatory filing from JP Morgan that has very serious implications for the valuation of derivative contracts and bank balance sheets in general.

The SUNARES Report June 2012

Our latest SUNARES report which takes a look at the European conundrum, undeclared losses in the banking sector, a possible rebasing of the calculation method for index-linked bonds in the UK as well as other useful snippets!

The SUNARES Report April 2012

Our latest SUNARES report which gives insight into the new European Stabilization Mechanism (ESM) – you may or may not have heard of it but we think you will be shocked by the way in which it has been set up – we certainly are. We also look at Spain’s difficulties and how this fits in with the ESM.

The SUNARES Report March 2012

Our latest SUNARES report which takes a look at the importance of demographics with regard to the development of prices, how currency wars are in full swing and why gold is a beneficiary of these trends.

Important legal information
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Risk Warning, Disclaimer and Cookie Policy 

This has been prepared and is issued by Rometsch & Moor Ltd. which is authorised and regulated by the Financial Conduct Authority.

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An investment in SUNARES should be regarded as a longer term investment and is of a medium to high risk. This product is not suitable for all investors. The value of all investments and the income from them can decrease as well as increase and investors may not receive back the full amount invested. Investments denominated in currencies other than the base currency are subject to fluctuations in exchange rates, which can be favourable or unfavourable. In addition, investments in smaller companies may involve a higher element of risk as shares in such companies tend to be more volatile than their larger capitalisation counterparts.

Potential investors should also be aware that past performance is not necessarily a guide to future performance.

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The information on this website has been compiled with care to ensure its accuracy at the date of publication: however, no representation or warranty, express or implied, is made to its accuracy or completeness. Furthermore the website is provided for information only and does not in any way constitute investment advice. If you are unsure about the meaning of any information provided please consult your financial or other professional adviser. Investors should consult their own tax adviser in order to understand any applicable tax consequences of investing in the fund.

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Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.We are not responsible for, and make no representation on, the content or reliability of linked websites, and linking should not be taken as endorsement of any kind. We have no control over the availability of linked pages and accept no responsibility for them or for any loss or damage that may arise from your use of them

Limitation of liability

The fund advisors disclaim, without limitation, all liability for any loss or damage of any kind, including any direct, indirect or consequential damages, which might be incurred through the use of or access to the SUNARES website, or any links to third-party websites.

The full and the simplified sales brochures, as well as the annual and semi-annual reports, are available free of charge from the following:

in Germany, HSBC Trinkaus & Burkhardt AG, Königsallee 21/23, 40212 Düsseldorf;

in Austria, Erste Bank der Österreichischen Sparkassen AG, Graben 21, A-1010 Vienna;

in Luxembourg, VP Bank (Luxembourg) S.A., 26, Avenue de la Liberté, L-1930 Luxembourg;

in Liechtenstein, VP Bank AG, Aeulestraße 6, FL-9490 Vaduz;

in the United Kingdom, Global Funds Registration Limited, 1st Floor, 7 Chertsey Road, Woking, Surrey, GU21 5AB, United Kingdom.

Issuer: Rometsch & Moor Ltd, Lloyd’s Building, One Lime Street, London, EC3M 7HA