Disclaimer

What FundMonkey is

FundMonkey is an information service that aggregates publicly available data about UK retail investment funds and presents comparative analysis tools, including performance tracking, sector allocation breakdowns, active share metrics, and cohort comparisons.

The service is intended for general informational purposes and to support independent research by users who are responsible for their own investment decisions.

What FundMonkey is not

FundMonkey does not provide:

• Personal financial advice or personal recommendations
• Investment advice tailored to your circumstances, objectives, or risk tolerance
• Tax advice
• Regulated investment services of any kind

If you require personal financial, investment, or tax advice, you should consult a suitably qualified, FCA-authorised independent financial advisor.

Not authorised by the FCA

FundMonkey is not authorised or regulated by the Financial Conduct Authority (FCA) and does not carry out any regulated activities. We are not on the FCA register and you should not assume the protections available to clients of FCA-regulated firms apply to your use of this service.

Past performance and risk

Past performance is not a reliable indicator of future results. The value of investments and any income from them can fall as well as rise, and you may get back less than you invested. Some investments carry significant risk and may not be suitable for all investors.

Performance figures shown on FundMonkey are derived from third-party sources and may not include all fees, charges, or tax effects relevant to your individual circumstances.

Data accuracy

While we make reasonable efforts to ensure the information presented is accurate and up to date, FundMonkey makes no representations or warranties:

• That data is complete, current, or free from errors
• That information reflects real-time market conditions
• That fund classifications, holdings, or performance figures match official sources

Before making any investment decision, you should verify any information of interest with the relevant fund provider, the FCA register, or another reliable primary source.

Your decisions, your responsibility

Use of FundMonkey is entirely at your own risk. You are solely responsible for your investment decisions and for any gains or losses resulting from them. To the maximum extent permitted by law, FundMonkey, its operator, and its contributors accept no liability for any loss or damage arising from your use of, or reliance on, information presented on this site.

No warranties

FundMonkey is provided on an "as is" and "as available" basis without warranties of any kind, whether express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement.

Third-party content and links

FundMonkey may reference or link to third-party sites, sources, or services. We do not endorse and are not responsible for the content, accuracy, or practices of any third party.

Changes to this disclaimer

We may update this disclaimer from time to time. The current version will always be available at this URL. Your continued use of FundMonkey after changes constitutes acceptance of the updated terms.

Contact

For questions about this disclaimer, contact: info@fundmonkey.co.uk