IFA Lowes launches fund of structured investment strategies

'Something completely new'

Tom Ellis
clock • 2 min read

IFA Lowes Financial Management is to launch a UCITS fund that will invest in a variety of strategies commonly seen in structured products.

The Lowes UK Defined Strategy fund, which goes live on 11 December and has a three-week offer period priced at £1 per share, will aim to deliver cash plus 5% per year over the medium to long term. The firm said the fund was designed to "offer advisers something completely new in terms of providing clients with exposure to structured investments". What is the case for structured products in a modern portfolio? PA websem with Cazenove Capital - 2pm on 22 November. Register here Instead of buying individual structured products, the firm said the investment would act like a typical UCI...

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

Partner Insight: Finding the right partner for a managed portfolio service

Partner Insight: Finding the right partner for a managed portfolio service

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

Chris Reah, Francis Clark Financial Planning
clock 13 October 2025 • 5 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Catch up on the discussion

Professional Adviser
clock 10 October 2025 • 1 min read
MPS Watchlist - Issue 4 - Out Now!

MPS Watchlist - Issue 4 - Out Now!

Professional Adviser
clock 10 October 2025 • 1 min read