LV= TIP fund information

Our Smoothed Managed Funds Trustee Investment Plan offers your client a range of fund options that invest in globally diversified, multi-asset investments.
The funds are managed in partnership with expert fund managers, Columbia Threadneedle Investments to deliver strong risk-adjusted investment returns for policyholders.

Find out more about Columbia Threadneedle Investments and the funds’ risk ratings.

LV= TIP charges

The Annual Management Charge is 0.90% of the funds’ value across our range of fund options. The charge is taken monthly as 1/12th of the annual charge by cancelling units.

Discounts are applied to the Annual Management Charges based on the size of the fund.

If multiple LV= TIPs are held in respect of a single ‘designated’ member, the large fund discount will apply to all LV= TIPs on an aggregated basis.
Fund sizeFund size discount
Up to £99,999.990.00%
£100,000 to £249,999.990.05%
£250,000 to £499,999.990.10%
£500,000 and over0.15%

Fund information

To help you assess client suitability, we’ve had our funds independently risk-rated, by multiple agencies. This helps you make better informed decisions for your clients.

Find details on the asset mix of each fund and performance data in the monthly factsheets for our Smoothed Bond:

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.