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Offshore Investments
The different strategies available spread the investment across a different range of funds from low risk cash funds to more adventurous equity funds.
Bonds: this strategy focuses on a mixture of corporate bond and government bond (gilt) funds.
Equity: some investment in UK equity funds. There is no investment in international equity.
Property: a limited exposure to property investment.
Cash: a very limited exposure to cash investment.
Conservative Strategy Factsheet
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Equity: a range of UK equity and some international equity funds.
Bonds: a mixture of corporate bond and government bond (gilt) funds.
Growth Strategy Factsheet
Aggressive Strategy Factsheet
Download the key Fund features: Lloyds TSB Offshore Multi Strategy Fund Limited Key Features Document (PDF)
Read the full terms and conditions: Lloyds TSB Offshore Multi Strategy Fund Limited Prospectus (PDF)
Download the interim report and unaudited financial statements: Lloyds TSB Offshore Multi Strategy Fund Limited Interim Report and Accounts (PDF)
Download the annual report and audited financial statements: Lloyds TSB Offshore Multi Strategy Fund Limited Annual Report and Accounts (PDF)
Read our guide to the different types of investments
Read our guide to the different levels of risk
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.
For information about our investments, please contact us.
From within the UK, call: 0800 735 3408
From outside the UK, call:+44 (0)1534 845555
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