Quick Stats

Bid Price - Offer Price -
Mid Price GBP 1.28 Day Change GBP -0.00 (-0.05%)
Price Date 16 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 16,217,000.00
Launch Date 06/05/2015 Standard Initial Charge (%) 0.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 0.15 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BVVQ7J15 Min TopUp (£) 100.00

Fund Objective

The investment objective of the MI Diversified Strategy Fund is to achieve long term capital growth. The Sub-fund intends to meet its objectives through exposure to a combination of equities, fixed interest and structured products. The majority of the Sub-fund's exposure will be to equities. It may also have exposure to property. With the exception of structured products, this exposure will be through investment in OEICs, unit trusts, investment trusts, Exchange Traded Funds and other collective investment schemes across several management groups. It may also invest in equities from the world's major markets, bonds and other transferable securities. The Fund has no specific limits on exposures to any asset class, geographic area, industry or economic sectors.

Fund Managers

Doug Millward
Doug joined Lowes Financial Management in June 1996, and has gained a wealth of experience across the company, including an extended period in the IT Department, where he was instrumental in developing Lowes' proprietary investment analysis software. Throughout his time he has maintained an active role in the investment side of the company, building up a series of qualifications in the process. He moved into the investment department full time in April 2010 and has worked on managing the strategy since its launch.
Paul Milburn
Paul has been with Lowes Financial Management since May 2013. Before that Paul was Assistant Corporate Treasurer for an insurance company where he co-managed the investment assets of the company and its defined benefit pension scheme for over ten years. This has given Paul a wealth of experience in conducting fund research, analysing investment products and constructing portfolios.