Performance and asset allocation update- Q1 2012
An outline of the performance and asset allocation of the Flexible Guarantee Bond.
When your client buys an LV= Flexible Guarantee Bond they have a choice of one of three ready made fund options that invest in the LV= with profits fund. You can recommend the ‘ready made’ fund option that best suits your clients’ investment risk profile. Each invests in a mix of equity shares, commercial property, fixed interest and cash:
In the table and graph below we outline the performance of these funds since we launched the Flexible Guarantee Bond in August 2009.
Please remember that past performance is not a reliable indicator of future results. The returns will depend on future prices which will take into account how much our funds are worth at the time.
LV= Flexible Guarantee Bond Fund unit prices from launch to 31 March 2012
(click the image to expand)
Fund performance to end 31 March 2012
31/03/2011 to 31/03/2012 | 31/03/2010 to 31/03/2011 | 18/8/2009 (Launch) to 31/03/2010 | |
|---|---|---|---|
FGB Cautious S2 Growth (%) | 2.6% | 8.8% | 4.5% |
Total % growth of unit price from launch to 31/03/2012: 16.7% | |||
FGB Balanced S2 Growth (%) | 0.5% | 10.0% | 5.7% |
Total % growth of unit price from launch to 31/03/2012: 16.9% | |||
FGB Managed Growth (%) | -1.1% | 11.7% | 6.3% |
Total % growth of unit price from launch to 31/03/2012: 17.4% | |||
LV= Flexible Guarantee Bond asset allocation at 31 March 2012
Cautious Series 2 Fund
Balanced Series 2 Fund
Managed Growth Fund
Important information
All figures shown are gross and don’t take account of the Annual Management Charge which will reduce the performance figures shown. The Underlying unit prices have been used from launch until 16/2/2010 as Averaged prices didn’t exist until then. The Averaged unit prices have been used thereafter.
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Performance Reports Archive
These are copies old reports we've published previously.
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