Lowes Investment Management - Managed Investment Portfolios Brochure

>

>

>

>

I

n

>

c

>

r

e

>

a

>

s i

s

n

o

l i

g

o

P

t f

o

t

o r

e

n t i

P

c i a l i s t

a l

R e

Mixed Investment 40% - 85% Shares Portfolio (Risk Level 3-)

t u

e

p

r n

S

>

>

>

>

>

>

>

>

I n

c

r

e

a

s i

n

>

g

>

>

R

>

i s

k

Objective

To provide a combination of both income and capital growth over the medium to long term.

Strategy

The portfolio invests in a diversified range of funds across multiple asset classes, such as equities, fixed interest and direct commercial property. Investing in line with the parameters of the Investment Association Mixed Investment 40% - 85% Shares sector, this portfolio will always have at least 40% of its assets invested in equity funds but never more than 85%. Usually having the majority of its assets invested in equities, this portfolio should provide capital growth as well as allowing a certain level of income to be taken. Whilst exhibiting more volatility than the portfolios with a lower equity exposure, this portfolio would still hopefully provide some protection compared to a pure equity portfolio in a falling market.

>

>

>

>

I

n

>

c

>

r

e

>

a

>

s i

s

n

o

l i

g

o

P

t f

o

t

o r

e

n t i

P

c i a l i s t

a l

R e

Global Select Portfolio (Risk Level 3+)

t u

e

p

r n

S

>

>

>

>

>

>

>

>

I n

c

r

e

a

s i

n

>

g

>

>

R

>

i s

k

Objective

To provide capital growth over the medium to long term through a diversified portfolio of funds investing in global equities.

Strategy

Investing only in equities, the portfolio is designed to maintain a global exposure and focusses on funds whose remit is to invest in areas of the world’s equity markets which, although possibly more volatile, we believe offer the prospect of higher long term capital growth. In line with the desire to maintain a balance of investments around the globe, UK equities will usually represent at most 20% of the portfolio.

7