Lloyds Wealth IPS Income Portfolio Q Net Inc header image

Lloyds Wealth IPS Income Portfolio Q Net Inc

Fund

ISIN GB00B8N5XJ71 / Valor null

NAV (2026-07-17)
GBP 1.13-0.09%

Lloyds Wealth IPS Income Portfolio Q Net Inc
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The SWP IPS Income Portfolio seeks to generate income and capital growth by actively managing a globally diversified mix of investments. The portfolio is primarily composed of fixed and floating rate securities, making up at least 60% of assets, while up to 40% is allocated to equities and alternative investments such as real estate, commodities, and currencies. To achieve this diversification, the fund invests indirectly through various collective investment schemes, ETFs, and real estate investment trusts, and may include below investment grade or unrated bonds to enhance yield and growth potential.

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Tags:
msci world multi asset income

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OTHER SHARE CLASSES OF THIS FUND

Lloyds Wealth IPS Income Portfolio X Net Acc
Lloyds Wealth IPS Income Portfolio X Net Acc Lloyds Wealth IPS Income Portfolio X Net Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.12%GBP 1.64
Lloyds Wealth IPS Income Portfolio A Net Acc
Lloyds Wealth IPS Income Portfolio A Net Acc Lloyds Wealth IPS Income Portfolio A Net Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.12%GBP 1.64