MultiFund MultiManager
Designed for clients who want traditional investment management through best of breed funds, Lloyds TSB International Private Banking MultiFund MultiManager is an actively managed, discretionary portfolio that invests in Lloyds TSB funds and other best of breed third party funds.
We only select funds that show consistent relative outperformance and disciplined investment process, optimising the risk/return ratio.
Our goal is to exceed a specified asset allocation profile whilst reducing the overall risk. We offer three management options (conservative, balanced and dynamic) tailored to your investment profile.
Our philosophy
We believe that no single manager can consistently be the best over all the markets, all of time. We aim to minimise risk and increase performance opportunities by strategically diversifying investments across asset classes (bonds, equities, cash and alternative investments) and markets.
We invest with leading international fund managers who have varying management styles and consistent high performance levels.
Careful selection and rigorous monitoring
All third party funds and fund managers are screened through our rigorous due diligence process before becoming eligible for the Lloyds TSB Select List. After selection, managers continue to be closely monitored for performance, style and risk management.
Key features
- Selection and monitoring of best-performance funds, through an extensive due diligence process
- Inclusion of funds of hedge funds to lower overall portfolio volatility without compromising expected returns
- Flexibility to adapt your investment profile as risk tolerance or personal requirements change
MultiFund MultiManager Marketing sheet
For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact our Marketing Department.