Our ISA can be accessed through a range of fund options. They are actively managed, risk-rated and multi-asset.
Our ISA is a with-profits investment. This means it's combined with other investors money into our with-profits fund and held within Liverpool Victoria Financial Services Limited (LVFS).
Find the current ISA fund charges here.
ISA:
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Servicing
LV= ISA
Annual Management Charges
Annual management charges apply to your client's ISA – they’re taken as 1/12th of the annual charge by cancelling units.
There are no set up or exit charges.
There are no set up or exit charges.
Guarantee charge – for funds starting on or after 12 June 2017
The guarantee charge is taken monthly as 1/12 of the annual charge by cancelling units.
If your client is thinking of investing in our ISA, or they already have an ISA and are thinking of purchasing a new guarantee as their current guarantee term is ending soon – the table shows the current charge for new guarantees.
Please remember that these charges can be changed at any time.
If your client is thinking of investing in our ISA, or they already have an ISA and are thinking of purchasing a new guarantee as their current guarantee term is ending soon – the table shows the current charge for new guarantees.
Please remember that these charges can be changed at any time.
Key documents
Our ISA is managed by Colombia Threadneedle Investments within our governance framework and oversight.Find further fund performance details in our key documents:
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