T: 0845 880 4150
F: 0870 622 0219
E: support@lwmdistribution.com


The Elite LWM East-West Value Fund has been designed as a core portfolio holding for investors seeking exposure to global equity markets.
The Fund offers a unique combination of:

  • Classical Value Investment
  • Diversification across major & emerging markets
  • Focused portfolio of 25-35 stocks

The objective of the Fund is to outperform major global markets over the longer term, whilst maintaining a comparatively low level of investment risk.



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 Ltd 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 Ltd at the time of publication. These are subject to change and should not be interpreted as investment advice. Insofar as the Fund's trading history is limited, performance calculations on this website prior to December 1st reflect the returns achieved by the strategy and personnel employed by Lowes Wealth Ltd in the management of its clients' discretionary portfolios. The Authorised Corporate Director of the Fund is WAY Fund Managers Ltd.

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.

Lowes Wealth Ltd is Authorised
and regulated by the
Financial Services Authority
Firm Reference: 111111