Value Invest is the business name of Value Invest Pty Ltd ABN 85113590033 AFSL 494690. Our registered office address is 2 Granby Crescent, Nedlands, WA 6009, tel: 0423 975063 email: james@valueinvest.com.au.
Important Disclaimers
Stock Market Investing – There is always risk involved investing in the stock market. You should never invest more than you can afford to lose.
Webinars – The webinars are provided for education and informational purposes only. They do not constitute financial advice of any kind.
Evaluate System – Value Invest provides general advice in securities to wholesale investors only. General advice means that the information contained in the Evaluate system has been prepared without taking into account your personal financial circumstances. Before considering purchasing Evaluate, you should consult your financial adviser to ensure that you fall within the Corporations Act definition of a wholesale investor. Evaluate is not available to retail investors.
Evaluate Methodology and Track Record – The Evaluate share ranking system changes daily to reflect changes in each stocks performance according to the sixteen selected measures of Value, Quality, Growth and Momentum. The track record of Evaluate as stated on this website is based on an analysis of how stocks would have scored on the first of each quarter each year from January 2006, and the subsequent performance of those stocks to the end of that quarter. In other words, they are simulated returns.
Stocks are ranked according to Deciles with the highest scoring stocks being ranked 10 and the lowest scoring stocks being ranked 1. At the end of each quarter, an up to date ranking system is produced, which again is tested over the next quarter. And so on.
The performance figures quoted for the “Evaluate Top Stocks” refer to the performance of Decile 10 as a whole. As stated above, they are simulated returns, not actual performance of an investors’ assets. They take no account of dealing charges and assume that all stocks could be purchased on the first day of each quarter, which may not always be possible in practice. Thus, depending on when investments are made, the returns that an investor may achieve may be significantly different from the returns advertised.
Evaluate’s track record rests on stocks in the highest decile (Top Stocks) having outperformed the market. In addition, historically, stocks in the lowest decile have underperformed. However, there can be no guarantee that this will remain so. Also, quarterly performance may fluctuate significantly.
You should bear in mind that the performance of individual stocks may vary significantly from the performance of its decile as a whole.
The absolute value of stocks in each decile may rise or fall dependent on overall market conditions. It is entirely possible that stocks in the highest deciles can fall in absolute terms, whether they outperform other deciles or not.
All stocks in the Evaluate universe are given equal weighting. Any comparisons of the Evaluate stocks against the ASX 100, 200 and 300 indices are based on those equal weightings. The official ASX indices are weighted. Therefore, the extent to which the largest stocks in the ASX indices perform well or badly will have a great bearing on how those indices perform. That will affect comparison with the Evaluate deciles.
Acknowledgment – In purchasing the services and products of Value Invest, you acknowledge that you are aware of and understand the above Disclaimers.
Payment – You agree to be bound by our Terms and Conditions as soon as your credit card payment is processed to purchase a Webinar or agreement is reached to purchase Evaluate.
Australia Only – Value Invest’s products and services are available to Australian residents only.
Site Access – You may be asked to provide a user name and password to access any member’s areas of the site. Your username will be your email address, your password will be chosen by you. You must not provide these details to a third party.
Single User – Your entitlement to a Webinar or, if you are a wholesale investor, to the Evaluate system, is single user and not transferable without the consent of Value Invest.
Intellectual Property – Value Invest owns the content of its webinars and the Evaluate product. All intellectual property within resides with Value Invest. You have no rights in this intellectual property, save that you may print off material supplied by Value Invest for your personal non commercial use.
Computer and Internet Requirements – Webinars are provided on line via computer link up. Evaluate information may be provided on line also. You acknowledge that you will need your own computer/tablet or mobile and internet connection to access our products and services. You may need to download software to access our webinars. You acknowledge that Value Invest has no responsibility to help you in this regard, and that Value Invest has no liability should your equipment or internet connection prove inadequate.
Refund Policy – Please note that Value Invest does not provide refunds once payment for its products and/or services have been received.
Changes – You will be able to change the date of your webinar attendance provided you notify us in advance.
Third party information – Value Invest uses raw data from an international data provider called Fact Set Research Systems Inc. Value Invest subsequently manipulate this data into the ranking system for the Evaluate product. Value Invest is not responsible for the accuracy of the raw data supplied by Fact Set.
Security Policy – We use security procedures and technology to protect the personal information that we hold. If other organisations provide support services to Value Invest, we require them to safeguard your information in a similar manner.
Updates – Value Invest may update these Terms and conditions from time to time. The latest version will always appear on our website.
Complaints – We endeavour to satisfy our customers. However, if you do have a complaint please contact us at james@valueinvest.com.au, and we will attempt to resolve it.
Governing Law – These terms and conditions are governed by the laws of Western Australia.