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If your client chooses to invest in our LV= ISA, LV= TIP or LV= Smoothed Pension, they will invest in our non-profit fund. Investors can choose one of three fund options to best suit their investment needs and attitude to risk. Each invests in a mix of equities, commercial property, fixed interest and cash. The funds offer a unique smoothing mechanism, using fund price averaging to help reduce the impact of market volatility on your clients' investments.
If you have an enquiry or would like to discuss a client's policy, you can get in touch using the details here.
Our factsheets provide information on the performance of each of our three fund options for the LV= ISA.
Performance information for the LV= TIP and LV= Smoothed Pension will be available when the funds reach their one year anniversary.