Classic Portfolio
Designed for clients who want traditional investment management, Lloyds TSB International Private Banking Classic Portfolio is an actively managed discretionary portfolio investing directly in equities, individual bonds, cash, real estate and alternative investments.
It comprises three investment profiles (conservative, balanced and dynamic) which enable us to develop a management strategy tailored to your financial needs.
Deliver outperformance
With a key focus on diversification, our goal is to exceed the expected return of your investment profile through strategic asset allocation, disciplined stock and sector selection, and accurate market timing.
Key features
- Diversification across asset classes to reduce investment risk and increase outperformance opportunities
- Inclusion of funds of hedge funds to minimise overall portfolio volatility, without compromising expected returns
- Transparency through direct investment in cash, individual bonds, equities and funds
Classic Portfolio Marketing sheet
For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact our Marketing Department.