Lowes MPS Fact Sheets - December 2022

December 2022

Changing World Portfolio

Performance Comparator:

IA Global Sector average

30/09/2020

Launch Date: Expected Yield: Portfolio OCF:

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

0.11%

0.84%

Nil

Initial Fee:

0.10%

Management Fee: Lowes Risk Level:

4

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.

Performance to 31 December 2022 1

100

80

60

40

20

Percentage Growth

0

12/2017

06/2018

12/2018

06/2019

12/2019

06/2020

12/2020

06/2021

12/2021

06/2022

12/2022

-20

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

-17.24 8.78 38.13 25.78 -2.26

-11.06 17.68 15.27 21.92 -5.72

1 Year

-17.24 24.35 52.86

-11.06 20.64 38.68

31/12/2020 31/12/2021 31/12/2019 31/12/2020 31/12/2018 31/12/2019

3 Years 5 Years

31/12/2017

31/12/2018

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 30/09/2020 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.