Terms and Conditions of Use & Disclaimer

This website is provided by K2 Asset Management Ltd ABN 95 085 445 094 AFSL 244393 (“K2”).  By using this website and in consideration of K2 providing you with access to this website, you agree to the following terms and conditions of use.  K2 may change any information on this website, including these terms and conditions, without notice.  By continuing to use this website you agree to accept the terms and conditions of use as they apply from time to time.  A reference to K2 includes any of its related parties.


1.       Disclaimer

The information contained on this website is produced by K2 in good faith and does not constitute any representation or offer by K2. It is subject to change without notice and is not complete or definitive. K2 does not accept any responsibility, and to the extent permissable by law, disclaims any liability whatsoever for loss or damage (whether direct, indirect, consequential or otherwise) caused to any party arising out of the use of this website or by reliance on the information contained on this website, whether the loss or damage is caused by any fault of K2 or negligence on the part of K2 or otherwise.  

The information contained on this website is general in nature and does not consider your individual objectives, needs or financial situation. It is not intended to be, and must not be regarded as, advice or a recommendation in relation to a financial product or that an investment in a financial product is suitable for you or any other person. You should consider your individual circumstances and obtain independent advice before making a decision about any of the financial products referred to on this website.

Before deciding to acquire or continue to hold an interest in a K2 fund you must read the relevant product disclosure statement (PDS) and consider whether the product is appropriate for you. A PDS for each K2 fund referred to on this website is available on this website or by contacting K2. Each PDS has been prepared in accordance with Australian law.

Fund returns are based on the NAV per unit plus distributions reinvested net of management fee and performance fee accruals, since inception. Returns represent the combined income and capital return for the period and are pre-tax. K2 does not invest by reference to an index and accordingly the equities held by a fund can diverge significantly from underlying market indicies.

Please note that past performance is not a reliable indicator of future performance and should not be the sole factor considered when selecting a financial product. The value of investments and the income from them may go down as well as up and K2 does not guarantee the repayment of capital or the performance of any fund.

The directors and staff of K2 hold units in the K2 funds. 

2.       Copyright and Trade Marks

This website, including its design, layout, text and images (“K2 Material”) and all intellectual property rights in K2 Material are owned by or licensed to K2. Except where necessary for viewing information on this website, or as permitted under the Copyright Act 1968 or with K2’s written consent, K2 Material may not be reproduced, transmitted, adapted, distributed, sold, modified, published or stored by you. K2 is the owner of several trade marks which appear on this website. All of K2’s rights in those trade marks are reserved.

3.       Third Party Websites

This website may contain links to or display content from third party websites. K2 does not control and is not responsible for the information on any third party websites and does not endorse or approve that information. Links to third party websites are provided for your convenience only and accessing links to third party websites and use of, or reliance upon, information on those websites is solely at your own risk.

4.       Privacy

K2 collects, holds, uses, discloses and protects your personal information in accordance with our privacy policy which can be viewed here.

5.       Jurisdiction

These terms and conditions of use are governed by the law in force in Victoria, Australia. You irrevocably submit to the exclusive jurisdiction of the courts of Victoria, Australia and all courts of appeal from them, for determining any dispute concerning these terms and conditions of use.

6.       Further Information

If you have any queries or would like further information about K2’s website or these terms and conditions of use please contact information@k2am.com.au.

7.       Lonsec Research disclosure

The rating issued 10/2021 K2 Australian Small Cap Fund (ASX:KSM) & 04/2021 Apostle Dundas Global Equity Fund Class C (APIR: ETL0438AU), are published by Lonsec Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved