Funds & Factsheets

Information and literature on a range of Davy funds

Some risks of investing in Davy GPS Funds

As with all investments, there are risks to investing in the Davy GPS Funds. The following are an example of some of the risks and are not a complete list of the potential risks involved in investing in the Davy GPS Funds. Other risks apply which are outlined in the Prospectus, Supplements, Key Investor Information Documents and the Information Memorandum

Each of the three Davy GPS Funds has a distinct risk and return profile. However, it is possible that the Fund with the potential for most risk may not produce a higher return than the other Funds and similarly the Fund with the lowest risk objective may produce a higher return than the other Funds. This is particularly true in the short- and medium-term.
There is no guarantee that the Funds will achieve results comparable to those achieved in the past, or that capital will be returned to investors. Investors should note that the Funds and the Underlying Funds are not capital protected. Investors may lose some or all of the value of their investment.

Investors cannot control the investments that are made within the Fund. This discretion is held by the Investment Manager (J&E Davy) appointed by the investment Fund provider.

Although a Fund may be denominated in a particular currency, underlying investments may be held in other currencies and thus the Fund may be subject to currency moves.

Find out more

For Advisory/Discretionary Clients, please contact our wealth management team on +353 (0)1 614 8778 or email privateclients@davy.ie
For Execution-Only Clients call Davy’s Execution Desk on +353 (0)1 614 8900

Warning: The value of your investment may go down as well as up. If you invest in these products you may lose some or all of the money you invest. These products may be affected by changes in currency exchange rates.

The Davy Cautious Growth Fund, the Davy Moderate Growth Fund and the Davy Long Term Growth Fund (the 'Davy GPS Funds') are sub-funds of Davy Funds plc, an open-ended umbrella investment company with variable capital and segregated liability between sub-funds incorporated with limited liability under the Companies Act 2014, authorised by the Central Bank of Ireland as a UCITS pursuant to the Regulations. Davy Funds plc is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferrable Securities (UCITS).

Warning: The Davy GPS Funds are not investment recommendations or investment advice and the criteria used to select these funds may not be consistent with your own preferences or objectives. You will need to consider the suitability or otherwise of these funds in the context of your own individual circumstances. Past performance is no indication of future performance. The Davy GPS Funds are not a Davy recommendation to buy or sell.