LV= Balanced Managed ISA
LV= Balanced Managed ISA features at a glance
At a Glance
- LV= Balanced Managed ISA aims to generate long-term capital growth.
- The majority of the fund is likely to be invested in equities (up to 85%).
- This is a long-term investment and may not be suitable if you intend to invest for less than 5 years.
- Minimum initial investment of £1,000 or from £100 per month.
- 3% Online discount: We will reduce the initial set-up fee from 5% to 2% if applying online.
Awarded S&P rating:
Standard and Poor's (S&P) Fund Management Ratings are designed to help investors find higher quality funds in each sector. The ratings offer insight into the world's leading investment funds by examining not only what has been achieved, but how by examining the investment process which supports the fund. Less than 1 in 5 funds achieve an S&P Fund Management Rating, giving investors the confidence that a rated fund measures up well against its competitors. 
Standard & Poor's LV= Balanced Managed Fund Rating (PDF 159 KB)
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The LV= ISAs' are stock market related investments. The value of investments and any income from them may go down as well as up and is not guaranteed. Past performance should not be taken as a guide to future investment performance. To ensure you fully understand all the risks associated with this investment and the risks to each Fund, please ensure you read the LV= ISA Key Features Document.
