The funds are managed in partnership with expert fund managers, BlackRock, to deliver strong risk-adjusted investment returns for policyholders.
Find out more about BlackRock and the funds’ risk ratings.
LV= TIP:
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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.
Find out more about BlackRock and the funds’ risk ratings.
Find out more about BlackRock and the funds’ risk ratings.
LV= TIP charges
The Annual Management Charge is 0.80% 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.
The Fund Size Discount will apply on an aggregated basis. For further details, please read our SMF Charges Guide.
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.
The Fund Size Discount will apply on an aggregated basis. For further details, please read our SMF Charges Guide.
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 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:
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