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MI Diversified Strategy Fund C Accumulation (0P00017VY3.L)

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MI Diversified Strategy Fund C Accumulation

20 Forth Street

New Fetter Lane

Management Information
Doug Millward,Lead Manager since May 6, 2015
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, taking over as Manager in December 2012.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryOther Allocation
Fund FamilyR&H Fund Services Limited
Net Assets49.2M
YTD Return4.53%
Morningstar RatingN/A1
Inception DateMay 6, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P00017VY3.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales Load0.00%N/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A