Multi Strategy Fund

Our strategy, your move

Lloyds TSB Offshore Multi Strategy Fund Limited has been developed to provide a range of investment growth strategies to suit the majority of investors' needs and attitudes to risk. The policy of the Fund is to invest in a range of cash, equity, fixed interest and property funds managed by members of the Lloyds TSB Group, including Scottish Widows Investment Partnership Limited (SWIP) and also to utilise other funds including multi-manager funds managed by the Russell Investment Group.

Investment expertise is based on an alliance between Lloyds TSB, SWIP and the Russell Investment Group.

Features & Benefits

• Investments of £10,000 or over (or currency equivalent)
• A regular savings plan from just £100 (US$200 or €200) per month is available
• Six different sterling strategies to accommodate a range of attitudes to risk, ranging from Cautious to Aggressive strategies
• Two US dollar strategies – Global US$ Conservative and Global US$ Growth strategies
• Excellent diversification across cash, bond, property and equity investments
• Strategies containing a Russell fund provide access to some of the world's most sought after investment managers through a single investment
• A dedicated call centre where you can speak directly to a fund representative
• Easy access to your money as the Fund deals daily

To find out more

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 funds and fund managers utilised within each Strategy may vary and full details are available within the prospectus. Much of the growth in the value of the Cautious, Conservative and Balanced Strategies will be achieved through the generation of income, which will be distributed to shareholders and reinvested.

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.