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.