Lowes Magazine Issue 121

INVESTMENT SPECIAL

Managed Investment Portfolios An Overview

About Lowes Investment Management Lowes Investment Management forms part of Lowes Group alongside Lowes Financial Management and was established in 2020 as a dedicated investment management arm of the business. The team within Lowes Investment Management are responsible for managing the Lowes’ Open Ended Investment Companies (OEICs) and the managed investment portfolios. The award-winning investment team have many years’ experience with a particular focus on analysing collective investment vehicles. The team has developed and refined its own investment process over time, which is fundamental in helping them shortlist funds worthy of further investigation. From there, the funds are subject to a thorough, qualitative analysis through the use of independent research and meeting with the management teams to truly get under the bonnet and fully understand their respective investment philosophies. This knowledge lets the managers create portfolios which fully align with intended objectives and risk tolerances whilst being diverse in terms of investment style, assets, and geographical regions where appropriate. What are the Managed Investment Portfolios? Our Managed Investment Portfolios cover a variety of long-term objectives and have differing risk profiles. Unlike our traditional range of portfolios however, the Managed Investment Portfolios are much more agile, meaning the managers can take advantage of new opportunities as they arise, but more importantly can switch out of under-performing funds without delay. The portfolios allow the efficient consolidation of assets to maximise the potential for returns within agreed risk tolerances and the method of operation overcomes the potential delays and hurdles that can inhibit traditional, advisory portfolio management. They are managed by our award-winning team, who will also regularly re-balance portfolios to ensure asset and individual fund allocations do not drift too far from the original, intended parameters. Whilst your adviser will identify the portfolio, or combination of portfolios, which best suits your appetite for risk, capacity for loss and which most closely match your investment objectives, once in place the management, including any fund switching, will all happen promptly and seamlessly behind the scenes. Key Benefits • A range of portfolios designed to deliver specific investment objectives and reflect differing attitudes to risk. • Agile investment management ensuring that portfolios are active in responding to market conditions, whilst providing consistent risk management. • Timely informed decisions by Lowes extensive investment resources, including Lowes’ investment managers and in-house research department. • Allows you, as the client, to be less involved in the onerous, administrative elements of investment management.

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