UK Fund

Latest fund prices and yields

Use the online enquiry form if you have a question.

The UK Fund is an easy way to invest in UK companies. The Fund offers potential for significant capital growth 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 UK Fund invests entirely in shares in UK companies.

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 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 UK 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 simple way to invest in UK markets: for example, if you're confident that UK shares will perform well over the next 5 to 10 years.

The UK Fund is not the right choice you if:

• you need to protect 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 want 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 UK Fund Factsheet (PDF)

Download the key Fund features: LLloyds 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.