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LV= is adding eight Environmental Social Governance (ESG) funds to the range of funds available through the LV= Flexible Transitions Account pension plan.
ESG funds take account of environmental, social and governance factors before investing in a wide mix of asset classes.
The funds will be available from 18 November 2019 and have been picked by the LV= Investments team to provide more choice and diversification as people become increasingly mindful about where their money is invested.
Advisers and their clients will be able to choose from a mix of passive and multi-asset funds across different risk ratings. Managed by Liontrust, L&G and M&G, the ESG funds will suit a range of risk profiles from Defensive Managed, Managed and Global Growth funds – which are risk-rated as 3, 6 and 9 respectively by Defaqto.
The list of ESG Funds is below:
|ESG Fund||Active/Passive||Risk Rating (Defaqto)||Risk Rating (Dynamic Planner)||Total Fund Charges|
|L&G Future World Multi-Index 4||Passive||N/A||4||0.36%|
|L&G Future World Multi-Index 5||Passive||N/A||5||0.36%|
|Liontrust Sustainable Future Defensive Managed||Active||3||4||0.87%|
|Liontrust Sustainable Future Cautious Managed||Active||4||5||0.91%|
|Liontrust Sustainable Future Managed||Active||6||6||0.91%|
|Liontrust Sustainable Future Absolute Growth||Active||7||7||0.91%|
|Liontrust Sustainable Future Global Growth||Active||9||8||0.91%|
|M&G Sustainable Multi Asset||New Cell||5||5||0.55%|