MI Diversified Strategy Fund

“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.”
Benjamin Graham

  • MI Diversified Strategy Fund
    MI Diversified Strategy Fund

    The MI Diversified Strategy Fund is a multi-asset fund, which seeks to meet its objective by investing in a combination of equities, fixed interest and structured notes. With the exception of structured notes, this exposure will predominantly be through investment in OEIC's, unit trusts, Exchanged Traded Funds (ETFs) and other collective investment schemes across several management groups.

    As a fund within the IA Flexible Investment sector it will automatically be compared to its peer group. The Fund however can look very different to these peers, not only in terms of fund selection but also asset allocation. We believe that a diversified portfolio will give rise to strong risk adjusted returns over the longer term. The flexibility within the mandate means that the Fund is able to take advantage of opportunities across a range of asset classes, including those which others don't allocate to, such as structured notes. Our asset allocation will be driven by our thought process, rather than our peers and hence our quote "Investing isn't about beating others at their game. It's about controlling yourself at your own game." Benjamin Graham. Read more.

    The value of investments can fall as well as rise. You may get back less than you invested.

  • About lowes
    Lowes Investment Management

    The award-winning team at Lowes have many years’ experience with a particular focus of analysing collective investment vehicles. The team has developed and refined its own investment process over time, which is fundamental in helping them shortlist funds worthy of further investigation. Read more.

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