Q4 2020 Maturity Results
Throughout Q4 markets enjoyed a steady recovery as we approached the festive period, with the FTSE 100 Index having risen 9.88% from 1st October 2020 to 31st December 2020[1]. Despite the autumnal recovery, the long-lasting impact of the Q1 crash meant that a significant list of autocall plans that had the potential to mature in Q4, and […]
Monthly Update 31/03/2021
Monthly Update31 March 2021 The Fund rose 3.66% in March, 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 0.45%. The UK stock market, as measured by the FTSE 100 Index, had a strong month in March, as the […]
Monthly Update 31/03/2021
Monthly Update31 March 2021 After a strong February, the Fund returned 0.76% during the month, underperforming the IA Flexible Investment sector average return of 1.70%. Equity markets were mixed during the month. There was divergence in the scale of returns with, for example, the EStoxx50 returning 7.78% in local currency terms whilst the Hang Seng […]
When a Little Means a Lot
When a Little Means a Lot 30 March 2021 Sometimes in life it can be the small things that make all the difference and last week proved to be no exception. Having initially struck on the 21 December 2018, one of our structured notes matured on the 22 March, being its second observation date after […]
Our 50th Anniversary
This is a momentous year for Lowes and I am immensely proud to be presiding over the company that my father established fifty years ago. Whilst I was too young to remember the first office in Pilgrim Street, Newcastle, I distinctly remember the early years at Market Street, which was the head office for a […]
Home Sweet Home
Home Sweet Home17 March 2021 There can be no doubt that 2020 was a difficult period for UK equities. Whilst all markets were troubled by the pandemic and economic lockdown, the UK suffered more than others. The market was penalised for a number of reasons. Firstly, the UK is renowned as a dividend paying market. […]
Monthly Update 28/02/2021
Monthly Update28 February 2021 The Fund rose 1.05% in February, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.38%. The UK stock market, as measured by the FTSE 100 Index, ended the month in positive territory, although well below […]
Monthly Update 28/02/2021
Monthly Update28 February 2021 The Fund returned 1.42% during the month, outperforming the IA Flexible Investment sector average return of 0.61%. Equity markets generally ended the month in positive territory, although many closed below their month highs. Markets with a greater level of cyclical exposure performed well, such as Japan and Europe. This was also […]
Monthly Update 31/01/2021
Monthly Update31 January 2021 The Fund fell 1.69% in January, underperforming its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.39%. A very strong start to the month for the UK stock market, as measured by the FTSE 100 Index, saw the […]
Monthly Update 31/01/2021
Monthly Update31 January 2021 The Fund returned -0.24% during the month, only marginally behind the IA Flexible Investment sector average return of -0.11%. January ended with many equity markets in negative territory. In what was lining up to be a positive month, sentiment was dented by the buying frenzy of retail investors in stocks being […]
