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The Lowes UK Defined Strategy Fund

Lowes Financial Management - 29/11/2018

A fresh innovation in the sector, the Lowes UK Defined Strategy Fund takes all the benefits of the structured investments and adds more. The defined outcomes and serial nature of structured products have made them an excellent asset for investors over the years.

Lowes Financial Management has been a leader in the sector for decades, cultivating the structured investment field and championing its finest products, working with providers in the production of quality plans such as the Mariana 10:10 and Investec/Lowes 8:8 and assaying the market for plans good enough to be ‘Preferred’ by us. Years of experience and expertise have culminated in Lowes’ award-winning investment team’s UK Defined Strategy Fund, which seeks to capitalise on a series of rolling FTSE-linked autocall investments within a fund structure.

There are a variety of advantages that the fund framework brings. Firstly, it should provide more consistent returns than an individual structured products portfolio, as the Fund works with a much larger pool of many investors’ capital, thereby enabling the Investment Manager to negotiate more competitive terms than those available in the retail space. In addition, Lowes uses its expertise to take advantage of differing market conditions from time to time.

Whereas many structured products are wholly exposed to the solvency of one counterparty, the Fund mitigates counterparty risk through gilt-backing. The Fund also has daily pricing liquidity, meaning both investments and withdrawals can be made with much greater efficiency than retail structured products, and with an indefinite offer period; for investors, the often-time-consuming application processes for individual investments mature is cut. There is no entry charge and the Fund has a competitive annual management charge, with the ongoing charges figure (OCF) capped at 1%.

If you would like to know more about the UK Defined Strategy Fund, please visit the Fund website or call Lowes Financial Management on 0191 281 88 11.

The value of your investment can rise as well as fall and you may get back less than you originally invested.

Disclosure of Lowes Interests

Lowes has provided input into the concept, development, promotion and is investment manager for the Lowes UK Defined Strategy Fund. Lowes has a commercial interest in this investment as a result of its involvement. Where Lowes is involved in advice on this investment to retail clients, it will not receive benefit of any ongoing management charge for its involvement. Any ongoing management fees that would otherwise be due to Lowes will instead be directed to various UK Registered charities at the direction of the Lowes Charity Committee, the annual report for which is available on request. Lowes has robust systems and controls in place to ensure that it manages any actual or potential conflicts of interests in its activities.

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