Legal

Disclaimer

Last updated: 1 March 2026

1. General

ICON Fund Managers (Pty) Ltd ("ICON") is an authorised financial services provider, licensed by the Financial Sector Conduct Authority (FSCA) under FSP number 50649. ICON is authorised to provide discretionary portfolio management services (Category 2) and financial advisory services.

The information contained on this website is provided for general informational purposes only and does not constitute financial advice as defined in the Financial Advisory and Intermediary Services Act, 37 of 2002 (FAIS). Nothing on this website should be construed as a solicitation, recommendation, or offer to buy or sell any financial product or to enter into any transaction.

2. Investment Risk

All investments carry risk. The value of investments may go down as well as up, and past performance is not necessarily indicative of future results. There is no guarantee that any investment objective will be achieved. The level of risk varies depending on the portfolio and the underlying asset classes.

Investors should be aware that fluctuations in exchange rates may affect the value of portfolios with offshore exposure. Hedge fund investments may involve complex strategies and are subject to higher risk and reduced liquidity compared to traditional investment portfolios.

3. Performance Information

Where performance figures are quoted on this website, they are calculated net of all fees unless stated otherwise. Total Investment Charges (TIC) include all underlying fund costs. Performance figures are provided as at the date stated and may not reflect the most current data available.

Past performance is not indicative of future results. Annualised returns represent the compound annual return over the period stated and are not a prediction or projection of future performance.

4. No Advice

The content on this website does not take into account the specific investment objectives, financial situation, or particular needs of any individual visitor. Before making any investment decision, you should seek professional financial advice that considers your personal circumstances. ICON accepts no liability for any loss or damage arising from the use of or reliance on information provided on this website without a formal advisory engagement.

5. Third-Party Information

This website may contain links to third-party websites or references to third-party products, services, or information. These are provided for your convenience only and do not imply any endorsement, approval, or recommendation by ICON. We accept no responsibility for the content, accuracy, or availability of any third-party website or for any loss or damage arising from your use of such websites.

6. Accuracy of Information

While ICON takes reasonable care to ensure the accuracy of the information on this website, we make no warranties or representations as to its completeness, accuracy, or reliability. Information may be changed or updated without notice. ICON accepts no liability for any errors or omissions in the content of this website.

7. Intellectual Property

All content on this website, including text, logos, images, graphics, and design, is the property of ICON Fund Managers (Pty) Ltd and is protected by applicable intellectual property laws. No content may be reproduced, distributed, or transmitted without prior written consent from ICON.

8. Limitation of Liability

To the fullest extent permitted by law, ICON, its directors, employees, and agents shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from or related to your access to, use of, or inability to use this website or any information contained herein.

9. Regulatory Information

ICON Fund Managers (Pty) Ltd

Authorised Financial Services Provider

FSP Number: 50649

Compliance Officer: Talita Olivier (Metropolitan Investment Consulting)

Portfolios managed on the Momentum Wealth Platform

Stanford Office Park, 12 Barons Road, Tyger Valley, Cape Town, 7530