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The Elite LWM East-West Value Fund offers a unique combination of:

  • Classical value investment strategy based upon the writings of Benjamin Graham, the mentor of Warren Buffett
  • Portfolio diversified across global markets
  • Focused portfolio of 25-35 stocks

Lowes Wealth Management (LWM) is the exclusive provider of investment advice to the Fund. The strategy used by the Fund was launched in October 2005. Since launch the LWM strategy has outperformed ALL major markets with lower volatility.

The Fund is designed as a core portfolio holding for investors seeking exposure to global equity markets.

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

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Please note that the value of investments and the income from them may fluctuate and you may not receive back the amount originally invested. Past performance is no guarantee of future performance.

Currency movements may also affect the value of investments. The investments and investment services referred to on this website may not be suitable for all investors. If you are unsure as to whether the investments described in this site are suitable for you we recommend you seek professional advice from a financial adviser.

Lowes Wealth Ltd is authorised and Regulated by the Financial Services Authority.