Bringing you live news and features since 2006 

Lowes fund outperforms market indices in January

RELATED TOPICS​

Despite losses on global equity markets in January that ranged from 6.42 per cent for the FTSE 100 to 9.81 per cent for Germany’s Dax, the Elite LWM East-West Value Fund was down only 1

Despite losses on global equity markets in January that ranged from 6.42 per cent for the FTSE 100 to 9.81 per cent for Germany’s Dax, the Elite LWM East-West Value Fund was down only 1.36 per cent, according to Lowes Wealth Management.

Fund manager Justin Lowes says: ‘All major markets suffered substantial losses during January, but our core value investment strategy protected our investors from the worst of these losses.

‘Whilst we are likely to see continuing volatility and could well see further significant market falls, the broad-based fear that is marking vast swathes of companies down is indiscriminate and is presenting us with the chance to invest in a select portfolio of sustainable businesses at incredible prices that are likely to deliver exceptional returns over the medium to longer term.

‘The fund’s classical value investment strategy is designed to uncover and exploit such opportunities; protecting against the worst of the market volatility yet enabling investors to benefit once the qualities of these companies are once again realised.’

The fund aims to outperform major global markets substantially over the longer term while maintaining a comparatively low level of investment risk.

It invests across global markets and typically holds no more than 25-35 of the best value companies from around the world.

The fund uses a classical value investment strategy that has been offered by Lowes Wealth Management since October 2005, which it says has outperformed all major global markets, with lower volatility, since launch.

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by