Global Return Strategies
Designed for investors who seek to participate in the upside performance of financial markets while limiting bear market impact, Lloyds TSB International Private Banking Global Return Strategies provide a dynamic balance between capital growth and portfolio protection, in accordance with your risk tolerance.
Multi-asset class investment portfolios
Holdings are allocated between active assets (equities and dynamic hedge funds), and reserve assets (cash, bonds and defensive hedge funds). Active assets provide high return potential in the long term with downside risk in the short term; reserve assets preserve the value of the portfolio, however with limited return potential.
Wealth preservation and capital growth
Our portfolio management programme (CPPI) enables us to respond immediately to changes in market conditions, adjusting your portfolio to increase exposure to active assets when markets are rising and reduce it when uncertainties increase.
Key features
- A management style allowing participation in financial markets’ upside, with downside risk control, minimising the impact of prolonged bear markets
- A portfolio management programme (CPPI), based on quantitative methods for an automatic response to market conditions
- Added value through rigorous management of active and reserve assets, based on in-house selection of equities, third party funds, global opportunities and yield-enhancing instruments
Capital – The Conservative Profile
Capital preservation is emphasised: the portfolio holds a majority of reserve assets.
Growth - The Balanced Profile
Balance is emphasised: the portfolio holds equal parts of active and reserve assets.
Dynamic – The Most Aggressive Profile
High return is emphasised: the portfolio holds a majority of active assets.
Global Return Strategies Marketing sheet
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