Lowes UK Defined Strategy Fund

A new way to invest in structured investments

INNOVATIVE AND DIVERSIFIED PORTFOLIO

A diversified portfolio of innovative strategies to deliver pre-defined returns in range bound or increasing markets whilst seeking to mitigate risk to capital.



EXPERTISE IN THE MARKET

For over two decades Lowes has helped shape the sector for improved investor outcomes and has worked with various product providers to develop a style of the industry’s best-selling genre: the autocall or kick-out.


BUILDING ON TRIED AND TESTED STRATEGIES

Lowes have been recommending the types of strategies employed within the Fund for many years. The Fund builds on this concept and offers investors similar potential return profiles to stand alone structured investments, wrapped in a tax-efficient collective investment.

  • LOWES UK DEFINED STRATEGY FUND
    LOWES UK DEFINED STRATEGY FUND

    The Lowes UK Defined Strategy Fund is an actively managed fund comprising a series of defined investment strategies; the potential returns earned within the Fund are typically fixed in nature and linked to the performance of one or more established stock market indices, such as the FTSE 100 Index. read more

    The value of investments can fall as well as rise. You may get back less than you invested.

  • About lowes
    Lowes Financial Management

    Established in Newcastle, in 1971, and successfully serving clients for almost 50 years, Lowes Financial Management is a progressive and respected Chartered Financial Planning firm, that has been at the forefront of the evolution of the UK’s retail structured investment landscape.

    For over two decades Lowes has helped shape the sector for improved investor outcomes and has worked with various product providers to develop a style of the industry’s best-selling genre: the autocall or kick-out.  These investments have a maximum investment term but will mature early if certain market conditions prevail, such as the FTES 100 Index being above its initial level on an anniversary date. Returns are pre-defined, fixed and accrue the longer the investment remains in force.

    The company now has almost £1 billion under management. Lowes investment team has extensive experience managing portfolios and a track-record of consistently delivering returns above benchmark.
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