International Fund

A worldwide investment for those seeking longer-term capital growth

International Fund at a glance

Risk level Progressive
What are the different risk levels?
Minimum investment: Lump sum from £1,000
Regular savings plan from £50 per month
What is the regular savings plan?
Up front fee: 5% of your investment
Currencies available:
  • Sterling
  • US dollar
  • Euro
Fund switching: Fee-free switching facility to any fund offered by Lloyds TSB Offshore Fund Managers Limited

Latest fund prices and yields

Use the online enquiry form if you have a question.

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How does the International Fund work?

The International Fund is an easy way to invest in international markets. The Fund is managed by an experienced international Investment Manager and aims to grow your money over the medium to long term.

You can invest anything from £1000, 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.

What will I be investing in?

Equities: the International Fund buys and sells shares in companies around the world. The return on your investment will depend on how well these companies and markets perform.

Read our guide to the different types of investment.

How long should I plan to invest for?

You should plan to invest for the medium or long term – at least five years.

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

Use the online enquiry form if you have a question.

Start application for this fund

What's the level of risk?

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.

Start application for this fund

Who is the International Fund for?

Choose the International Fund if you're looking for:

  • a stake in high-quality companies around the world including those with substantial overseas operations and revenue.
  • a long-term investment option without the very high levels of risk that accompanies adventurous and specialist funds.

Who is the International Fund not for?

The International Fund is not the right choice for you if:

  • you don't want to risk your capital: if you're not happy with the risk that your investment could lose value in the short term, find a lower risk fund using our Savings and Investments Finder.
  • you need a regular income: if you need a reliable income from your investment, for example to supplement a pension, take a look at our income funds.

Use the online enquiry form if you have a question.

Start application for this fund

More information

Find out more about the Fund portfolio: Lloyds TSB Offshore Funds Limited International 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.

Start application for this fund

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. 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.

Need help?

For information about our investments, please contact us.

From within the UK, call:
0800 055 6358

From outside the UK, call:
+44 (0) 1624 641825

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