Investment Funds

We offer a wide range of investment solutions, combining funds from Lloyds TSB International Private Banking and leading third party funds.

Investment funds are collective investments, which combine stocks, bonds, money market instruments and other securities. Investors participate by buying shares of the fund, their assets are then pooled and jointly managed by professionals. Funds are easy to invest in, cost-effective and offer significant diversification, which reduces risk.

 

In-House Funds

Our in-house funds are Luxembourg established, identified by geography (country, region or global) or investment instruments (such as shares or bonds). 

Lloyds TSB International Portfolio (LIP), Lloyds TSB International Liquidity (LIL) and Lloyds TSB Global MultiFund Allocation (LGMA), all provide a choice of clear, open investment policies, designed to generate income, capital growth, or a combination of the two. 


Third Party Funds

In addition to our own investment funds, we offer ‘best-of-breed’ third party funds by region and asset class, selected via our extensive due diligence process. They allow you access to some of the world’s most respected and talented asset managers. 
You can also benefit from alternative funds, managed by top fund managers worldwide, to maximize the risk/return level. 

Our due diligence process seeks to determine the leading funds and bring you diversification benefits across asset classes, styles of management and investment processes.


Key features

  • Higher performance opportunities
  • Lower risk through diversification of asset class and style
  • Access to the best funds at lower cost
  • Bond or equity replacement funds, through our alternative investment offer

 

 

 

For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact our Marketing Department.