Market Risk
Market prices can move rapidly and unpredictably because of economic, political, issuer-specific and behavioural factors.
Capital Risk
The value of invested capital can fall, and an investor may receive back less than was invested.
Portfolio Risk
Diversification and allocation do not eliminate loss. Portfolio components may become correlated during stress.
Liquidity Risk
Some assets may be difficult or costly to sell at the desired time or price.
Execution Risk
Orders may be delayed, partially completed or executed at a different price than expected.
Technology Risk
Systems may experience interruption, error, latency or incompatibility. Digital information may be unavailable.
Cybersecurity Risk
Unauthorised access, fraud, malware and other cyber events can affect users, providers and markets.
Third-Party Risk
Services and data may depend on third parties whose performance and controls are outside Vellermont’s direct control.
Operational Risk
People, processes and systems can fail, including through error, disruption or inadequate controls.
Regulatory Risk
Laws, rules and regulatory interpretations can change and may affect access, costs or investment outcomes.
Tax Risk
Tax treatment depends on individual circumstances and may change. Obtain qualified tax advice.