MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the MI Diversified Strategy Fund is to achieve long term capital growth. The Sub-fund intends to meet its objectives through exposure to a combination of equities, fixed interest and structured products. The majority of the Sub-fund's exposure will be to equities. It may also have exposure to property. With the exception of structured products, this exposure will be through investment in OEICs, unit trusts, investment trusts, Exchange Traded Funds and other collective investment schemes across several management groups. It may also invest in equities from the world's major markets, bonds and other transferable securities. The Fund has no specific limits on exposures to any asset class, geographic area, industry or economic sectors.

Fund Managers

Doug Millward

Doug joined Lowes Financial Management in June 1996, and has gained a wealth of experience across the company, including an extended period in the IT Department, where he was instrumental in developing Lowes' proprietary investment analysis software. Throughout his time he has maintained an active role in the investment side of the company, building up a series of qualifications in the process. He moved into the investment department full time in April 2010.

Paul Milburn

Paul joined Lowes Financial Management in May 2013 as an Investment Analyst and is responsible for conducting fund research, analysis of investment products and portfolio construction, whilst keeping up to date with market conditions. Prior to working at Lowes, Paul was Assistant Corporate Treasurer for an insurance company where he co-managed the investment assets of the company and its defined benefit pension scheme.