Absolute Return Bond Fund

When the markets are uncertain… this Fund isn't.

The Lloyds TSB Funds Limited Absolute Return Bond Fund offers investors the opportunity to invest in an investment solution* which aims to achieve a long-term capital return that exceeds cash investments - regardless of market conditions.

The Investment Manager achieves this through investment in cash, fixed interest securities and by using derivatives, in order to minimise downside risk and to potentially benefit from any periods of falling markets.

Features & benefits

• Minimum investment of just £10,000
• Aims for consistent positive performance
• Targets returns in excess of cash deposits
• Low volatility
• Easy access to your money as the Fund deals daily
• Flexible regular savings scheme from only £50 per month
• Free switching facility between other Funds within our range
• Dedicated Jersey based call centre where you can speak directly to a fund representative
• 24/7 access to information regarding your investments via our Online Portfolio Service

To find out more

*The Lloyds TSB Funds Limited Absolute Return Bond Fund is a 'feeder fund' (a fund that is specifically set up to invest directly into an already established fund) and invests into the Scottish Widows Investment Partnership (SWIP) Investment Funds ICVC – Absolute Return Bond Fund thereby providing potentially tax efficient access**, for customers based offshore, to a fund solution offered by one of the UK’s largest asset managers.

** It is your responsibility to ensure that any tax liability in relation to funds deposited is accounted for by you to your appropriate tax authorities.

Investments into Funds do not include the security of capital which is afforded under a deposit with a Bank or Building Society.

The value of shares and the income from them can go down as well as up and cannot be guaranteed. Consequently, on selling, investors may not get back the amount they originally invested.

This product is not available for general distribution in, from or into the United Kingdom because the Company is an unregulated collective investment scheme whose promotion is restricted by sections 238 and 240 of the Financial Services and Markets Act 2000. View important information about us.