Lowes MPS Fact Sheets - December 2022

December 2022

Global Select Portfolio

Performance Comparator:

IA Global Sector average

30/11/2020

Launch Date: Expected Yield: Portfolio OCF:

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

0.98% 0.83%

Nil

Initial Fee:

0.10%

Management Fee: Lowes Risk Level:

3+

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.

Performance to 31 December 2022 1

10 20 30 40 50 60 70 80

Percentage Growth

-20 -10 0

12/2018 04/2019 08/2019 12/2019 04/2020 08/2020 12/2020 04/2021 08/2021 12/2021 04/2022 08/2022 12/2022

Portfolio pre-launch

IA Global

Portfolio since launch

Performance is calculated assuming all income is reinvested and is net of underlying fund charges but gross of Lowes’ investment management charge, platform charges and any ongoing advice fees. Deduction of these will have the result of reducing the illustrated performance. Please refer to your investment adviser or investment administrator for details.

Discrete performance (%)

Cumulative performance (%)

From

To

Portfolio

Sector

Portfolio

Sector

31/12/2021

31/12/2022

-11.07

-11.06

1 Year

-11.07

-11.06

31/12/2020

31/12/2021

11.82

17.68

3 Years

16.40

20.64

31/12/2019

31/12/2020

17.05

15.27

5 Years

0.00

38.68

31/12/2018

31/12/2019

20.62

21.92

31/12/2017

31/12/2018

0.00

-5.72

¹ This historic information is not representative of individual client account performance and is provided for illustrative purposes only. Past performance to the launch date of this portfolio on 30/11/2020 is referenced against the actual performance of the constituent funds in the portfolio. Performance since the launch date represents the actual performance of the portfolio including any changes made during that time.