Relative Return Strategies
Designed for clients who want traditional wealth management with an emphasis on market movement forecasts and careful stock and fund selection, Lloyds TSB International Private Banking Relative Return Strategies offer you a variety of structures, optimising your risk and return objectives.
Our Relative Return Strategies offer two types of actively managed discretionary portfolios: Classic Portfolio and MultiFund MultiManager. Each invests directly in varying asset classes and markets according to its structure, to ensure optimal diversification. They seek to outperform your chosen investment profile.
Optimising return while respecting risk tolerance
MultiFund MultiManager and Classic Portfolio each comprise five investment profiles (conservative, balanced and dynamic), which enable us to tailor our investment strategy to your financial needs and risk/return tolerance.
These solutions offer maximum performance opportunities combined with an appropriate risk level for your chosen profile, whatever the market conditions.
Key features
- A range of investment profiles designed to match your individual needs
- Best-of-breed third party funds and stock selection
- Diversification across asset classes, reducing investment risk
- Inclusion of alternative investments to lower overall portfolio volatility, without compromising expected returns
Outperforms the chosen investment profile through asset allocation, stock and fund selection, as well as tactical sector and asset allocation.
Outperforms the chosen investment profile through tactical asset allocation and a selection of top performing funds.
For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact our Marketing Department.