Capital Growth Fund

Latest fund prices and yields

Use the online enquiry form if you have a question.

The Capital Growth Fund aims to grow your capital in the medium to long term by holding a mixture of cash, equities and fixed–interest securities from around the world. Most of its investments are in UK securities but it also invests in Europe, the US and the Far East.

You can invest anything from £1,000, or as little as £50 per month with our regular savings plan.

You can check your investment value online at any time with our online portfolio service, or request a paper statement.

Whenever you want to access your money, just sell some or all of your shares in the Fund — there are no penalty fees.

We have a dedicated call centre where you can speak directly to a fund representative.

Equities: the Capital Growth Fund buys shares in companies that the Investment Manager thinks are undervalued. Most of the Fund's value (typically around 60%) is in UK companies.

Bonds: the Capital Growth Fund also invests in bonds.

Cash: the Capital Growth also invests in cash.

Read our guide to the different types of investment.

You should plan to invest for the medium or long term, with money that you won't need to use in the next 5 years.

A short-term investment in equities has a very high level of risk, as markets are volatile. All equity investments carry less risk over the longer term.

Use the online enquiry form if you have a question.

Progressive: For the investor looking to achieve real long-term capital growth/income. There is an increased risk of loss to capital. Income and growth may fluctuate and you may get back less than you invested.

Read our guide to the different risk levels.

Use the online enquiry form if you have a question.

Choose the Capital Growth Fund if you're looking for:

• long-term capital growth: you're planning to invest for 5 years or more and you don't need a quick return or a regular income from your investment.
• a wide spread of investments with a UK focus: the Fund's main activity is investing in UK companies, but it balances this with international investment and other asset classes.
• a balance of risks and potential returns: you are prepared to accept the possibility that your investment will fall in value in the short term.

The Capital Growth Fund is not the right choice for you if:

• you want to focus your investment: if you're looking to invest in a single region or asset type, take a look at our other growth funds.
• you need a regular income from your investment: if you need a regular, predictable income — for example, to supplement a pension — take a look at our income funds.
• you want to protect your capital: if you're looking for a very low risk investment, find a fund that suits you using our Savings and Investments Finder.

Use the online enquiry form if you have a question.

Find out more about the Fund portfolio: Lloyds TSB Offshore Funds Limited Capital Growth Fund Factsheet (PDF)

Download the key Fund features: Lloyds TSB Offshore Funds Limited Key Features Document (PDF)

Read the full terms and conditions: Lloyds TSB Offshore Funds Limited Prospectus (PDF)

Download the interim report and unaudited financial statements: Lloyds TSB Offshore Funds Limited Interim Report and Accounts (PDF)

Download the annual report and audited financial statements: Lloyds TSB Offshore Funds Limited Annual Report and Accounts (PDF)

Use the online enquiry form if you have a question.