James Hay Adds 16 Lloyds TSB Offshore Funds to Wrap Platform
31 July 2007
by Shaun Sandiford
James Hay has added 16 offshore funds from Lloyds TSB to its Wrap platform. The total number of funds now available on James Hay Wrap totals 1,228 from 53 different providers.
The funds added to the platform are: -
- Lloyds Trust Gilt
- Lloyds TSB Offshore Asian Pacific
- Lloyds TSB Offshore Capital Growth
- Lloyds TSB Offshore European
- Lloyds TSB Offshore Gilt
- Lloyds TSB Offshore High Income
- Lloyds TSB Offshore International
- Lloyds TSB Offshore Japanese
- Lloyds TSB Offshore Aggressive Strategy
- Lloyds TSB Offshore Balanced Strategy
- Lloyds TSB Offshore Cautious Strategy
- Lloyds TSB Offshore Conservative Strategy
- Lloyds TSB Offshore Growth Strategy
- Lloyds TSB Offshore Progressive Strategy
- Lloyds TSB Offshore North American
- Lloyds TSB Offshore UK
Shaun Sandiford, Regional Sales Director, James Hay, said: "We are delighted to offer this range of funds from Lloyds TSB which encompass a varied range of investment strategies.
"The new Multi Strategy Funds offered provide investment expertise based on an alliance between Lloyds TSB, Scottish Widows Investment Partnership (SWIP), Russell Investment Group and Morley Fund Management."
Investors using James Hay Wrap can now choose retail and institutional funds, OEICS (Open Ended Investment Companies) and Unit Trusts at competitive and preferential terms. Together, the James Hay SIPP and Wrap businesses have over £12 billion under administration.
James Hay Wrap offers free fund switches and automatically returns rebates to client accounts. Unlike many competitors, James Hay has a philosophy that supports "any fund, in any tax wrapper at any time" and has no preferred fund houses or Investment styles. Advisers can buy any fund they and their clients choose.