Lloyds Wealth Management (ACD) Ltd Funds
£3.2B combined fund size · 2 asset classes · average OCF 0.65%.
How Lloyds Wealth Management (ACD) Ltd funds have returned.
Median 1Y return of its funds
To October 2026, GBP net total return. Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Lloyds Wealth Management (ACD) Ltd funds are covered on Funds Benchmark, with £3.2B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Bonds, Equity. The average ongoing charge (OCF) across the range is 0.65%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Lloyds Wealth Management (ACD) Ltd funds in Find Funds or browse all Lloyds Wealth Management (ACD) Ltd funds.
Asset class mix
- Bonds53.3%
- Equity46.7%
Largest Lloyds Wealth Management (ACD) Ltd funds
Top Lloyds Wealth Management (ACD) Ltd funds by assets under management, one share class per fund.
Lloyds Wealth Management (ACD) Ltd holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Lloyds Wealth Management (ACD) Ltd funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Lloyds Wealth UK EquityGB00B02G8M32 | ▲ +11.3% | £1.5B | |
| Lloyds Wealth Global High Yield BondGB00BMC5QY20 | ▲ +0.8% | n/a | |
| Lloyds Wealth Global Government Low Duration Bond FundGB00BM8SWY71 | ▼ −0.1% | £1.7B | |
See all fundsA free account shows the full list. | |||
| Lloyds Wealth Global Investment Grade BondGB00BMC5QW06 | |||
| Lloyds Wealth Global Sovereign BondGB00BMC5QT76 | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Lloyds Wealth Management (ACD) Ltd funds (5)
Equity (1)
Bonds (4)
Compare Lloyds Wealth Management (ACD) Ltd funds side by side
See every Lloyds Wealth Management (ACD) Ltd fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Lloyds Wealth Management (ACD) Ltd
Where can I find Lloyds Wealth Management (ACD) Ltd fund prices and factsheets?
Every Lloyds Wealth Management (ACD) Ltd fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Lloyds Wealth Management (ACD) Ltd funds does Funds Benchmark cover?
Funds Benchmark covers the Lloyds Wealth Management (ACD) Ltd funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Lloyds Wealth Management (ACD) Ltd cover?
Lloyds Wealth Management (ACD) Ltd's largest group on Funds Benchmark is Bonds, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Lloyds Wealth Management (ACD) Ltd funds rated against peers?
Open any Lloyds Wealth Management (ACD) Ltd fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Lloyds Wealth Management (ACD) Ltd funds?
Across the funds we cover, the average ongoing charge (OCF) is 0.65%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Lloyds Wealth Management (ACD) Ltd's top-performing funds?
The table on this page shows up to 30 Lloyds Wealth Management (ACD) Ltd funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Lloyds Wealth Management (ACD) Ltd funds and compare them with funds from other managers by performance, fees and asset class.