Welcome to Lloyds Wealth (ACD) Funds
At Lloyds Wealth (ACD) (Authorised Corporate Director), we are dedicated to the day-to-day management of the Lloyds Wealth Funds, ensuring they align with their objectives, strategy, and principles.
Explore below to find key information and documents associated with our diverse Lloyds Wealth Fund range.
Are you investing directly with us?
If you have a client reference number and manage your investments directly with Lloyds Wealth (ACD), please visit the Direct Investor Hub, your go-to resource. Here, you’ll discover useful documents, help and guidance, and exclusive insights tailored to support you as a direct Lloyds Wealth (ACD) investor.
Discover our fund range
The table below provides an overview of Lloyds Wealth's Fund range.
Before investing, make sure to review the following essential documents:
- Key Investor Information Documents (KIIDs): This document provides a concise overview of the Lloyds Wealth Funds, highlighting the main features such as the nature and key risks of the Fund.
- Prospectuses: A legal document providing all essential details of the Lloyds Wealth Funds. The prospectus explains how the Funds are structured, the investment strategies they use, the risks involved, information about Fund managers and a breakdown of any fees and expenses.
- Factsheets: This is a monthly updated document providing a snapshot of the Funds. It includes the investment objective, the level of risk, the costs involved, past performance, and details about the holdings.
Resources at your finger tips
Here you will find a list of documents that may be useful as a client of Lloyds Wealth (ACD).
Transparency and value
The Financial Conduct Authority requires authorised fund managers, like Lloyds Wealth Authorised Corporate Director (ACD), to assess the overall value of their funds in an annual publication called the Assessment of Value.
Lloyds Wealth (ACD) welcomes this initiative to build closer relationships with our clients through transparent and client-friendly analysis of our funds.
We have published our Assessment of Value Report below*, summarising our overall findings across our fund ranges. Our assessment relates to Lloyds Wealth Funds only. While some of these funds are used in our sister company’s wealth model portfolio services (PDPS, IPS), these model portfolios are not assessed in this report.
*Issued pre our re-brand to Lloyds Wealth (ACD)
STAR accreditation
STAR accreditation is designed to measure, recognise and accredit transfer performance across the industry.
Lloyds Wealth (ACD) is proud to be STAR accreditation holders in recognition of our support for the industry initiative.