Lloyds Wealth IPS Income Portfolio X Net Acc

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.