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  • NAV 19.11.2024
  • Current
  • AUM €7.53m

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 January 2019

The market landscape received a significant jolt in the last quarter of 2018 and we thought it high time that we write one of our longer reports for investors. We hope this provides a useful insight into current and possible future changes. As we said when we wrote our last report, central bankers remain centre stage.

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.

Important legal information
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Risk Warning and Disclaimer

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

Persons, who are subject to any such restriction as to their residence, nationality or other reasons, are not allowed to use this website.

No offer, no obligation

It is the responsibility of all persons accessing this website to observe all applicable laws and regulations of any applicable jurisdiction.

This does not constitute an offer or solicitation to buy or sell any investment instruments referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.

The Fund has not been registered under the United States Securities Act of 1933, as amended, and may not be offered or sold in the United States unless permitted pursuant to an exemption.

Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus or other applicable terms and conditions).

Performance

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.

Accuracy of Information

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.

The information is provided for personal use and for informational purposes only and is subject to change without notice. In particular, the fund advisors shall not be obliged to remove any outdated information from the SUNARES website or to expressly mark it as being outdated.

Material Interests

The fund and its partners, officers and/or employees may have holdings in the investment fund referred to on this site and may otherwise be interested in transactions that you may effect in those funds.

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;

and in the United Kingdom, Global Funds Registration Ltd, 7 Chertsey Road, Woking, Surrey, GU21 5AB, United Kingdom.

Issuer: Rometsch & Moor Ltd, 1 Royal Exchange Avenue, London, EC3V 3LT