MI DIVERSIFIED STRATEGY FUND
Investing isn't about beating others at their game.
It's about controlling yourself at your own game.
THE MI DIVERSIFIED STRATEGY FUND
The MI Diversified Strategy Fund is a multi-asset fund, which seeks to meet its objective by investing in a combination of equities, fixed interest and structured notes. With the exception of structured notes, this exposure will predominantly be through investment in OEIC’s, unit trusts, Exchanged Traded Funds (ETFs) and other collective investment schemes across several management groups.
ABOUT THE FUND
As a fund within the IA Flexible Investment sector, it will automatically be compared to its peer group. The Fund however can look very different to these peers, not only in terms of fund selection but also asset allocation. We believe that a diversified portfolio will give rise to strong risk-adjusted returns over the longer term. The flexibility within the mandate means that the Fund is able to take advantage of opportunities across a range of asset classes, including those which others don’t allocate to, such as structured notes. Our asset allocation will be driven by our thought process, rather than our peers and hence our quote
The award-winning team at Lowes have many years’ experience with a particular focus of analysing collective investment vehicles. The team has developed and refined its own investment process over time, which is fundamental in helping them shortlist funds worthy of further investigation.
Every effort is made to ensure the accuracy of the information, but no assurance or warranties are given. Examples are for illustrative purposes only and are not a recommendation to buy or sell. Past performance is not a guide to future performance. We recommend you discuss any investment decisions with a financial adviser.
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The value of investments can fall as well as rise. You may get back less than you invested.
GET IN TOUCH
If you have any queries regarding the fund, please complete the form and we will be in touch as soon as possible. We will only use your information to contact you for the purpose of this query.
Lowes Investment Management,
Fernwood House,
Clayton Road,
Newcastle upon Tyne,
NE2 1TL
E: MIDSFund@Lowes.co.uk
T: 0191 281 8811
F: 0191 281 8365
0191 281 8811
MIDSFund@Lowes.co.uk