Asset Allocation
The spread of investments in the main Liverpool Victoria With Profits Fund
The following table shows the asset mix for policies invested in the main With Profits Fund as at 31st December 2000 - 2007.
Assets | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 |
|---|---|---|---|---|---|---|---|---|
Stocks & Shares | 60% | 62% | 65% | 62% | 62% | 59% | 72% | 77% |
Property | 15% | 15% | 15% | 15% | 15% | 16% | 11% | 11% |
Fixed Interest | 20% | 18% | 17% | 18% | 20% | 15% | 12% | 9% |
Cash / Other | 5% | 5% | 3% | 5% | 3% | 10% | 5% | 3% |
The spread of investments for the Liverpool Victoria With Profits Income Bond
The following table shows the asset mix for the With Profits Income Bond as at 31st March 2008.
Assets | % |
|---|---|
Stocks & Shares | 30% |
Property | 40% |
Fixed Interest | 30% |
The spread of investments for the Liverpool Victoria All-In-1 Bond
The following table shows the asset mix for each of the options available within the All-In-1 Bond, as at 31st March 2008.
Assets | Balanced | Cautious | Growth |
|---|---|---|---|
Stocks & Shares | 34.7% | 10.0% | 80.4% |
Property | 37.1% | 11.1% | 10.0% |
Fixed Interest | 25.1% | 76.3% | 7.2% |
Cash | 3.1% | 2.6% | 2.4% |
The spread of investments, as at 31st March 2008, in the main With Profits Fund
Assets | % |
|---|---|
UK Stocks & Shares | 37.5% |
US Stocks & Shares | 4.0% |
European Stocks & Shares | 5.9% |
Japanese Stocks & Shares | 3.1% |
Pacific Stocks & Shares | 2.9% |
UK Gilts & Fixed Interest | 21.6% |
Overseas Bonds | 0.0% |
Venture Funds | 4.1% |
Property | 15.4% |
Cash / Other | 5.5% |
Liverpool Victoria Friendly Society Limited (LVFS) is authorised and regulated by the Financial Services Authority, register number 110035. LVFS is a member of the ABI, AFS and ILAG. Registered address: County Gates, Bournemouth BH1 2NF. Tel: 01202 292333.
