Our Smoothed Bond is designed to deliver long-term capital growth, whilst reducing the volatility felt by your client. The bond comes with in-built smoothing designed to avoid sharp rises and falls in investment value by averaging returns over a 26-week (roughly six months) rolling period.
LV= Smoothed Bond:
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Key features of the LV= Smoothed Managed Funds Bond Series 1
Fund options, risk-rated
Our Smoothed Bond comes with a choice of life funds: Extra Cautious, Cautious, Balanced, Growth and Growth Plus. The funds are risk-rated by multiple agencies to help you assess client suitability.
Key documents
Here you can find the key documents related to our Smoothed Bond. You can also find additional documents in our document library.
Optional capital guarantee
Add security to your client’s investment with an optional capital guarantee, for a fixed 10-year term. Here are some important things to note:
- The guarantee is only available with the Smoothed Managed Cautious fund.
- The Bond will be worth at least the amount it was when the guarantee was added – less any money paid out of the bond during the guarantee term.
- If the Bond is worth more than the guaranteed amount at the end of the term – your client gets the extra too.
- There is an additional charge for the guarantee.
Benefits, exclusively for members
Investing in the LV= Smoothed Bond means your client becomes a member of LV=.
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