Lowes Investment Management - Managed Investment Portfolios Brochure

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Changing World Portfolio (Risk Level 4)

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Objective

To provide capital growth over the long term by investing in funds which take exposure to what are perceived to be global megatrends.

Strategy

The portfolio has been constructed to invest in funds with exposure to themes that are perceived to be major trends which will shape the world in the future. These are trends which will be driven by demographics, technology, the environment and social behaviour. The portfolio will therefore contain exposure to themes such as technology, alternative energy, food supply, water supply, biotechnology and healthcare, along with companies that offer significant growth prospects, with an emphasis on companies operating in industries with potential for structural change and innovation. Due to the nature of the underlying investments this portfolio is expected to exhibit higher levels of volatility, but over the longer term it is hoped that investors will be rewarded with higher levels of return than a typical equity portfolio.

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