Personal Discretionary Portfolio Service (PDPS) Factsheets
PDPS is a discretionary managed investment service. This means we make all day-to-day investment decisions on your behalf. Such as, what and how much you should be holding in each of the various types of investment.
PDPS gives you the benefit of having professional investors looking after your money. It frees up the time you would have spent researching the current economic and political environment and finding the right investments.
Lloyds Wealth offers a range of risk profiles that are managed to different levels of risk by using different combinations of investments with the aim of maximising the potential long-term returns for the selected level of risk.
Below you can find the factsheets available for our risk profiles.
Factsheets are updated regularly and show performance, the top 10 holdings, and a breakdown of the underlying investments that make up the profile.
If you are unsure of your risk profile, you can find this information in the investment account summary section of your quarterly statement. Please contact your support team if you would like more information about your portfolio or have any questions regarding the content of these factsheets.
Please note that while the name and branding have changed to reflect the transition to Lloyds Wealth effective 5 May 2026, the data contained within the Factsheets reflect the position as at the end of March 2026.
To view underlying fund factsheets or if you are a Portfolio Funds investor, please visit the Lloyds Wealth (ACD) Funds page.
The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment.