Lowes launches structured investment strategies fund

Targeted returns of cash +5%

Tom Eckett
clock • 1 min read

Structured investment specialist and IFA Lowes Financial Management has launched a structured investment strategies fund.

The Lowes UK Defined Strategy fund invests aims to deliver a return of cash +5% per annum through a variety of strategies. The fund works by creating, buying and selling strategies commonly found within the structured investment market, diversifying across different types of product but with a particular focus on autocall - or kickout - strategies which are most favoured by financial advisers and their clients and the mainstay of the sector. Autocall strategies run for a set period of years but offer the opportunity to deliver a pre-determined return at certain points - such as an ind...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read