James Hay adds 16 Lloyds TSB offshore funds to wrap platform

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.