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Lowes fund outperforms market indices in January

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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.

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