020 7189 9999 Mon - Fri: 7.45am - 6pm (Thurs 8pm)
Sat: 9.30am - 1.30pm
Request a call back
Fund search

LLOYDS TSB MANAGED PF - Fund overview

No Bestinvest rating


Overview of LLOYDS TSB MANAGED PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. LLOYDS TSB MANAGED PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  November, 1987
Size  £4,235m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 663.40p 16.90p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.51%

Bestinvest says


No information available.

Portfolio

lloyds tsb managed pf asset allocation illustration
Allocation Proportion
Equity 90%
High yield bonds
Quality bonds 5%
Property
Commodities
Hedge
Fund cash 5%
lloyds tsb managed pf equity geographic illustration
Allocation Proportion
UK 59%
Europe 21%
Nth America 10%
Japan 5%
Pacific 5%
Other Equity 0%
lloyds tsb managed pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

Version: unknown