How To Invest - Lowes Investment Management

03/10/2023
B Inc: 1.3167
C Acc: 1.4050
C Inc: 1.3338

07/10/2022
B Inc: 1.2790
C Acc: 1.3508
C Inc: 1.2969

HOW TO INVEST

Investment in the MI Diversified Strategy Fund can be made through a variety of platforms, stockbrokers, your financial adviser and other intermediaries.

The fund is available on the following platforms:

Aegon – Embark – Standard Life – James Hay – Quilter – Aegon ARC – Aviva – Transact

ISIN:

Class B (Acc): GB00BVVQ7G83
Class B (Inc): GB00BVVQ7H90
Class C (Acc)*: GB00BVVQ7J15
Class C (Inc)*: GB00BVVQ7K20

*Class C units are only available to clients of Lowes Financial Management

Those investors who would like to make a direct investment, outside of an investment platform, can do so by completing an application form, which can be accessed here and sent to the address below. Please note that there is an minimum lump sum investment of £1,000, with the minimum top up being £100. If you have any doubts as to the suitability of the investment for you, you should seek advice from a suitably qualified financial adviser.

MI Bespoke Funds ICVC
Springfield Lodge
Colchester Road
Chelmsford
Essex
CM2 5PW

Lowes Investment Management Limited
Fernwood House
Clayton Road, Jesmond
Newcastle Upon Tyne,
NE2 1TL

Help Links

Manager’s Moments

Important Links

Contact Us

0191 281 8811

MIDSFund@Lowes.co.uk

Past performance is not necessarily a guide to future performance. The value of the MI Diversified Strategy Fund mentioned in the website may fall as well as rise, and investors may get back less than the amount originally invested. The investment products and services described in the website may have tax consequences. The tax treatment of investments depends on the individual circumstances of each client and may be subject to change in the future. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. You acknowledge that levels and bases of taxation may change, and that you should consult your own tax advisor in order to understand the tax consequences of the products and services described in the website.

The MI Diversified Strategy Fund is a sub-fund of the MI Bespoke Funds ICVC. The fund is an Open Ended Investment Company. Maitland Institutional Services Limited as Authorised Corporate Director (ACD) are authorised by the Financial Conduct Authority. Lowes Investment Management is the appointed Investment Manager to the MI Diversified Strategy Fund and are authorised and regulated by the Financial Conduct Authority. 192938