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The Lowes UK Defined Strategy Fund

Lowes Financial Management

A fresh innovation in the adviser 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 advisers over the years, allowing them to fine-tune client portfolios and target both broader and more specific investment goals.

Lowes Financial Management has been a leader in the sector for two decades, cultivating the structured investment field and championing its finest products, working with providers in the production of quality products such as the Mariana 10:10 and Investec/Lowes 8:8 and assaying the market for investments good enough to be judged ‘Preferred’ by us. Years of experience and expertise have culminated in Lowes’ investment team developing the UK Defined Strategy Fund, which seeks to capitalise and give exposure to multiple 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 as an institutional buyer, 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 diversification and gilt-backing. The Fund also has daily pricing liquidity, meaning both new investments and withdrawals can be made with much greater efficiency than with retail structured products, and with the loss of the so-called ‘offer period’, advisers have a much more efficient investment process without detriment to the client. There is no entry charge and the Fund has a competitive annual management charge, with the ongoing charges figure (OCF) capped at 1% p.a.

In the following ten weeks we will be providing you with articles which explore in greater depth aspects of the Fund which are beneficial to investors, streamlining their structured product exposure and enhancing their investment experience.

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

The value of 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.