US Value Performance Update

Last update - 17 September 2021 By Rivkin

This is a monthly update of our US Value Strategy. As this is a US strategy, returns are based on US dollar returns and do not assume any hedging of the currency. Those who hedge out currency exposure will need to account for that separately.

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THE CORPORATIONS AMENDMENT (MEETINGS AND DOCUMENTS) ACT 2022:Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of updates of activity and performance and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive any financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

TRADING PERFORMANCE DISCLAIMER: Rivkin advise you not to rely solely on back tested data or statistics in order to make any trading decisions. We suggest you contact our relationship managers to arrange access to our live membership site on trial basis. Here you will be able to view all actual historical trading recommendations (and results) provided to clients over the last 20 years which can be used to inform your own assessment of the potential returns based on your individual situation. Please be advice that past performance is not a reliable indicator of future performance. The value of your investment may rise and fall, and you may not receive the amount originally invested.

APEX SEPARATELY MANAGED ACCOUNT DISCLAIMER: Perpetual is the both the Issuer and the Responsible Entity of the Apex Separately Managed Product, which means it is responsible for the overall governance and compliance of the product. Perpetual does this under The Trust Company (RE Services) Limited Responsible Entity, part of the Perpetual Group. ABN 45 003 278 831. AFSL No 235150.

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