Lowes Structured Investment Centre

Lowes Structured Investment Centre

Current Investments

Lowes UK Defined Strategy Fund

Lowes UK Defined Strategy Fund

The Lowes UK Defined Strategy Fund is an actively managed fund comprising a number of defined investment strategies where the potential returns earned within the fund will be typically fixed in nature and linked to the performance of one or more established stockmarket indices, with predominant exposure to the FTSE 100 Index. The fund, which is a UCITS compliant OEIC, is managed by the experts behind StructuredProductReview.com who have been identifying the best structured investments the market has to offer for almost two decades.



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The value of investments can fall as well as rise. You may get back less than you invested.

The following investment co-operations are currently available through the Centre and the Sector Partners.

Full information, including Plan literature and application forms, UK SPA risk ratings and FVC research reports, can be accessed through the links.

All of the investments available through the Centre carry ‘Opinions’ that reflect the research views of Lowes Financial Management, which is involved in the design and development of all of the investment strategies.  All of the investments within the Centre are approved on merit by Lowes Financial Management for use with its own clients.

Both the Centre and / or the Sector Partner can be contacted to discuss any questions or assistance required regarding any of the investments.

Mariana

Mariana 8:8 Plan June 2021

Potential for a 6.7% gain for each year held (3.35% semi-annually), payable on any semi-annual observation from year two onwards, provided the FTSE Custom 100 Synthetic 3.5% Fixed Dividend Index (FTSE CSDI) is at or above a reducing reference level (see description). This investment was designed in conjunction with Lowes Financial Management – please see ‘Opinion’ for more information, including disclosure of our interests.

Auto-Call / Kick-Out

Capital at Risk

Goldman Sachs International

8 years one week max.

18/06/2021

02/06/2021

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Mariana

Mariana 10:10 Income and Growth Plan May 2021

Potential for gross quarterly income payments of 0.75%, provided the FTSE Custom 100 Synthetic 3.5% Fixed Dividend Index closes no more than 30% below its Initial Index Level on any quarterly observation date. The plan will terminate early from year three onwards if the Index closes at least 5% above its Initial Index Level on any quarterly observation date, returning original capital in full in addition to a gain of 1% for each quarter the plan has been in force. This investment was designed in conjunction with Lowes Financial Management – please see ‘Opinion’ for more information, including disclosure of our interests.

Growth and Income

Capital at Risk

Morgan Stanley & Co. International plc

10 years 1 weeks

14/05/2021

27/04/2021

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Mariana

Mariana 10:10 Plan May 2021 (Option 1)

Potential for a 7.1% gain for each year held, payable on any anniversary from year two onwards provided the FTSE Custom 100 Synthetic 3.5% Dividend Fixed Index (FTSE CSDI) is at, or above, a reducing reference level - see further info for details. This investment was designed in conjunction with Lowes Financial Management – please see ‘Opinion’ for more information, including disclosure of our interests.

Auto-Call / Kick-Out

Capital at Risk

Citigroup Global Markets Ltd

10 years 2 weeks max.

14/05/2021

27/04/2021

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Mariana

Mariana 10:10 Plan May 2021 (Option 2)

Potential for a 9.15% gain for each year held, payable on any anniversary from year two onwards, provided the FTSE 100 Custom Synthetic 3.5% Fixed Dividend Index (FTSE CSDI) closes at or above its Initial Index Level with a maximum duration of ten years. This investment was designed in conjunction with Lowes Financial Management – please see ‘Opinion’ for more information, including disclosure of our interests.

Auto-Call / Kick-Out

Capital at Risk

Citigroup Global Markets Ltd

10 years 2 weeks max.

14/05/2021

27/04/2021

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Mariana

Mariana 10:10 Plan May 2021 (Option 3)

Potential for an 11.2% gain for each year held, payable on any anniversary from year two onwards, provided the FTSE Custom 100 Synthetic 3.5% Fixed Dividend Index (FTSE CSDI) closes at least 5% higher than the Initial Index Level with a maximum duration of ten years. This investment was designed in conjunction with Lowes Financial Management – please see ‘Opinion’ for more information, including disclosure of our interests.

Auto-Call / Kick-Out

Capital at Risk

Citigroup Global Markets Ltd

10 years 2 weeks max.

14/05/2021

27/04/2021

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