North American Fund

Latest fund prices and yields

Use the online enquiry form if you have a question.

The North American Fund is an investment in North American companies. The Fund aims to increase your capital over the longer term.

You can invest anything from £1000 (or currency equivalent), 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 North American Fund invests entirely in shares in North American companies.

The portfolio may include technology, healthcare, oil and gas and a broad spread of other sectors.

Read our guide to the different types of investment.

You should plan to invest for the medium or long term – at least 5 years.

A short-term investment in equities has a higher 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.

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 North American Fund if you're looking for:

• a more adventurous addition to your portfolio: typically you'll already have some low risk investments, and would like to invest some spare capital to provide potentially larger returns.
• an investment in North American companies: you feel that North American markets will perform well over the long term.

The North American Fund is not the right choice you if:

• you don't want to risk your capital: if you can't afford to risk losing part of the sum you're investing, find a lower risk fund using our Savings and Investments Finder.
• you need a regular income: if you need an 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.

Find out more about the Fund portfolio: Lloyds TSB Offshore Funds Limited North American 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 Interim Report and Accounts (PDF)

Use the online enquiry form if you have a question.