Elite LWM East-West Value Fund Price: 117.38 pence*
*09 March 2010
March 9th 2010: For the latest in-depth commentary on the Elite LWM East-West Value Fund, Click here.
For the latest factsheet showing details on the Fund's stockholdings, diversification and performance against major markets, Click here.
Elite LWM East-West Value Fund
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.