Sterling Bond Fund

Lloyds TSB Offshore Funds Limited - Sterling Bond Fund has been designed to provide a regular income from a managed portfolio of sterling fixed interest securities with particular emphasis on those securities on which interest is paid gross to non-residents of the United Kingdom.

The Investment Manager is Scottish Widows Investment Partnership (SWIP), which is one of Europe’s largest asset management companies and part of the Lloyds TSB Group.

Features & Benefits

  • Invest from as little as £5,000, with subsequent investments from just £50
  • Flexible regular savings plan from just £50 monthly
  • Income paid quarterly – either straight to your bank account or re-invested through the purchase of additional shares in the Fund
  • Free switching facility to any other fund within our range
  • Dedicated call centre where you can speak directly to a fund representative
  • Regular statement option facility
  • Dividends are paid gross (with the exception of Jersey resident Shareholders)
  • Easy access to your money as the Fund deals daily

To find out more

By phone

Call us on +44 (0)1534 845 555

By e-mail

Ask us a question using our Online Enquiry Form

Fact Sheet

Download the Sterling Bond Fund Fact Sheet

It should be remembered that the value of shares and the income from them can go down as well as up and cannot be guaranteed. The dividend may fluctuate in value in money terms.

An investment in a currency other than the shareholder's own base currency or in a fund that invests in securities denominated in currencies other than its base currency will be subject to the movements of foreign exchange rates, which may cause an additional favourable or unfavourable change in value. Consequently, investors may, on selling their shares, receive an amount greater or less than their original investment.