LV= Smoothed Bond:

smoothing curve with stack of coins

Smoothed Managed Funds Bond Series 1 – key features

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.

More on smoothing.

Risk rating meter next to coin with £ sign

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.

Book School Documents

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.
calendar, document with 10 behind a coin stack

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.
Hands holding heart in middle

Benefits, exclusively for members

By taking out our Smoothed Bond, your client can opt to become a member. Being a member will give them access to exclusive member benefits and additional support services.

More about member benefits.

Laptop with an arrow on screen

Online valuations, made simple

Check the value of your client’s investment online, in just a few clicks.

Launch our online valuation tool.
Contact Phone

Let's talk

0800 678 1890

9am - 5pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.