Monthly Update 31/05/2021
Monthly Update 31 May 2021 The Fund rose 3.67% in April, well ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.41%. The UK stock market, as measured by the FTSE 100 Index, continued the positive run it began in […]
Monthly Update 31/05/2021
Monthly Update31 May 2021 The Fund returned -0.14% during the month, outperforming the IA Flexible Investment sector average return of -0.21%. Equity markets were generally positive during the month when measured in their local currencies. European equities proved to be strong performers, helped by the performance of cyclical stocks and their vaccination program continuing to […]
MI Diversified Strategy Fund February update
The Fund posted a return of -1.51% for February, outperforming the sector average return of -1.74%.
Lowes Defined Strategy Fund February update
The Fund fell by 0.19% in February, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, rose by 0.41%.
MI Diversified Strategy Fund latest factsheet
To access the latest Fund factsheet for the MI Diversified Strategy Fund
Lowes Defined Strategy Fund latest factsheet
To access the latest Fund factsheet for the MI Diversified Strategy Fund
Monthly Update 30/04/2021
Monthly Update 30 April 2021 The Fund rose 3.67% in April, well ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.41%. The UK stock market, as measured by the FTSE 100 Index, continued the positive run it began in […]
Monthly Update 30/04/2021
Monthly Update 30 April 2021 The Fund returned 2.74% during the month, underperforming the IA Flexible Investment sector average return of 3.33%. Equity markets were generally positive during the month in local currency, with Japan proving a laggard and producing a negative return. UK equities were some of the strongest performers, in particular small and […]
Q1 2021 Maturity Results
Q1 2021 Maturity Results One year on from the outbreak of the coronavirus pandemic, we are able to reflect on what has ultimately been the best performing period for the sector over the course of the last twelve months. Consistent with the accelerated vaccination scheme and subsequent steady easing of lockdown restrictions, this article is […]
Why advised investing?
Lowes has helped thousands of people manage their investments, steering them to better returns as well as providing comfort and confidence in the face of markets’ natural behaviour, which is to be volatile. Over those years, we have seen many people attempt to manage their investments on a DIY basis. There are plenty of media […]
