Our Smoothed Managed Bond is designed to deliver long-term capital growth, whilst reducing client risk. The Bond comes with in-built smoothing – it’s designed to avoid sharp rises and falls in investment value by averaging returns over a 26-week rolling period.
LV= Smoothed Bond:
Download Documents
Quote & Apply
Servicing
Smoothed Managed Funds Bond Series 1 – key features
Risk-rated fund options
There are a range of risk-rated options:
- LV= Smoothed Managed Extra Cautious – designed to provide long term, steady growth with a very low level of risk.
- LV= Smoothed Managed Cautious – designed to provide long term, steady growth with a low level of risk.
- LV= Smoothed Managed Balanced – designed to provide long term, moderate growth, with a low to medium level of risk.
- LV= Smoothed Managed Growth – designed to provide long term growth, with a medium level of risk.
- LV= Smoothed Managed Impact Growth – designed to provide long term, steady and sustainable growth, with a medium level of risk.
Our funds have been independently risk-rated by multiple agencies.
Key features – in one place
We’ve made it easier to get the information you need – from charges and limits, to withdrawals and benefits, our quick facts guide has it all in one place.
Optional capital guarantee
Add further 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.
Giving your clients more
By taking out our Smoothed Bond, your client can opt to become a member. That entitles them to a range of great benefits, at no extra cost:
- Free and unlimited access to our confidential Member Care Line.
- Discounts on general insurance products provided by LV= General Insurance Group, a subsidiary company of Allianz Holdings plc.
- Invite to vote in our AGM – once your client’s been a member for at least 12 months.
- Request for financial assistance through our Member Support Fund – for your client or a family member.
Online valuations, made simple
Check the value of your client’s investment online, in just a few clicks.
Launch our online valuation tool.
Launch our online valuation tool.
Let's talk
0800 678 18909am - 5pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.