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Lowes UK Defined Strategy Fund

06/02/2019 … Author:

Lowes UK Defined Strategy Fund (the “Fund”) launched on the 11th of December 2018 and despite somewhat stressed market conditions, Lowes Financial Limited (“Lowes”) as Investment Manager to the Fund have now completed their first structured investments in the Fund as per Trade 1 and 2 in table below.

Lowes UK Defined Strategy Fund, is Lowes flagship Fund and draws upon the experience and the structured investment selection success enjoyed by Lowes clients, over several decades. 

At Lowes we have confidence in the benefits that structured investments can bring to financial planning, having successfully used them in clients’ portfolios for decades. Structured Investments can be incorporated in a Fund portfolio to enhance returns and target specific goals, whilst also providing a degree of protection from stock market downturns.

Take a moment to consider how two of the first structured investments could perform in the various market circumstances you might be anticipating over the coming years.

Trade 1

  • Potential maturity on 20 March 2020 and each anniversary thereafter up to 2028.
  • Requires the FTSE 100 to be above 6721.17 on a potential maturity date to deliver a gain.
  • Will return of 16.6% on first maturity increasing by 16.6% for each subsequent year
  • Will mature at a loss only if the FTSE 100 is below 6721.17 on every potential maturity date and below 4704.82 on 21 March 2028.
  • Loss will be equivalent to percentage fall from 6721.17.

Trade 2

  • Potential maturity on 21 June 2021 and each anniversary thereafter up to 2027.
  • Requires the FTSE 100 to be above 6049.05 on a potential maturity date to deliver a gain.
  • Will return a gain of 23.9% on first maturity increasing by 9.56% for each subsequent year.
  • Will mature at a loss only if the FTSE 100 is below 6049.05 on every potential maturity date and below 4032.71 on 21 June 2027.
  • Loss will be equivalent to percentage fall from 6721.17.

The Fund will invest in a wide range of structured investments thereby diversifying risk compared to investors holding individual structured investments.

The Fund does not have a past performance record but every trade it makes will have similarly, clearly defined outcomes, deliverable in defined market conditions on defined dates. Investors can be assured that Lowes will manage the Fund with all necessary due skill and care– after all, we have significant holdings ourselves.

The Fund providing a way to invest across multiple structured investment strategies, linked predominantly to the FTSE 100 Index, with no more than 10% credit exposure to any one bank. 

Full details of the Fund can be found at UKDSF.com and the terms of every trade will be published on the Portfolio page of this site where you can register to receive notifications each time a new one is added. 

To arrange a free, no obligation initial consultation with a Lowes consultant, to discuss our investment philosophy, or how our independent financial planning service can help improve the financial security and wellbeing of you and your family, please gives us a call on 0191 281 8811 or contact us here.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Lowes UK Defined Strategy is a sub-fund of the Skyline Umbrella Fund ICAV and is regulated by the Central Bank of Ireland. The KIID can be accessed by visiting UKDSF.com/literature and is only available in English.

For a full list of possible risk factors, please see the section entitled ‘Risk Factors’ set out in the Prospectus for the ICAV.

 

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