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The Elite LWM East-West Value Fund is a UK Authorised UCITS III OEIC and was launched in December 2008. The Fund uses the Lowes Wealth Management Value Investment Strategy.

Lowes Wealth Management (LWM) is a boutique investment management firm specialising entirely in classical value investment.

The LWM strategy was launched in October 2005. Our research-intensive, benchmark-agnostic approach focuses first upon minimising the likelihood of incurring permanent capital loss. Since launch this strategy has outperformed all major markets, with lower volatility.

In the words of Justin Lowes (Investment Manager): "We believe that the secret to successful investment management is not to chase spectacular returns, but to deliver consistently decent returns whilst avoiding spectacular losses."


1 & 2 Year Performance Report

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The value of an investment may go down as well as up and an investor may not get back the full amount invested. Please note that past performance is no guide to future performance. An investment into the Fund may only be made on the basis of the information set out in the prospectus. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell shares. Lowes Wealth Management Consulting Company, Inc. is not able to provide advice on investors' suitability for an investment in this Fund. Opinions expressed on this website represent the views of Lowes Wealth Consulting Company, Inc. at the time of publication. These are subject to change and should not be interpreted as investment advice.

The information on this web site is for guidance only and expert financial advice should be sought before making decisions on financial products. A potential investor should read and retain a copy of the relevant Simplified Prospectus prior to making any decision to invest. Both the Simplified Prospectus and Full Prospectus are available from the Download section on this website. The Authorised Corporate Director's Report for the Elite LWM East-West Value Fund is available free of charge by request from the Authorised Corporate Director.

The Elite LWM East-West Value Fund ("The Fund") is a UCITS III Open Ended Investment Company (OEIC) and is a sub-fund of The Elite LWM Portfolio Fund authorized as a Collective Investment Scheme – registration number: 485880.  The operator of the Fund is Way Fund Managers Ltd, authorized and regulated by the Financial Services Authority (Registration Number: 194147)
Address: Way Fund Managers Ltd,
Cedar House, 3 Cedar Park, Cobham Road
Wimborne, Dorset, BH21 7SB