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Catch up with the latest press releases from LV=

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LV= Asset Management to launch Managed Portfolio 3

Press release: 10/06/2010

LV= Asset Management (LVAM), the fund management arm of insurance, investment and pensions group LV=, is launching LV= Managed Portfolio 3, an addition to the current range of LV= Managed Portfolios 4 to 7.

LV= Managed Portfolios are a range of global, unfettered, multi manager funds that are managed with reference to Dynamic Planner®, the leading client risk profiling tool used by some 29,000 advisers in the UK.

LV= Managed Portfolio 3 will aim to generate income and long-term capital growth, at the lower end of the risk spectrum. It will invest mainly through a portfolio of fixed interest, together with some equity and property exposure, using funds from leading managers.

Tom Caddick, LVAM’s Head of Multi Manager and Fund Selection, and his team will manage the Fund along similar lines to the existing LV= Managed Portfolios, reflecting the relevant client risk profile but with some asset allocation flexibility to assist in reducing risk.

LVAM is launching two share classes - Retail and Second Retail - both available as income shares, reflecting the new Fund’s weighting towards income-generative assets including fixed interest and property.

Julian Thomas, Head of Product Development and Management, LVAM, commented: "The launch of LV= Managed Portfolio 3 builds on the success we have achieved with the existing LV= Managed Portfolios 4 to 7.

"LV= Managed Portfolios 4 and 5 have been particularly popular and many of our key distributors inform us that clients go through the Dynamic Planner® risk profiling process and emerge as suited to a relatively low risk level 3 solution. LV= Managed Portfolio 3 delivers that solution and will, we believe, give LVAM a competitive edge in the market against a continuing backdrop of market volatility and uncertainty."

Toby Vaughan, Principal Fund Manager within LVAM's Multi Manager team, said: "There is clear client demand for another strand to the LV= Managed Portfolios range. We are pleased to bring this carefully risk profiled solution to market and are confident about its prospects for success."

LV= Managed Portfolios now offers five global, unfettered, multi manager funds that are managed to reflect the most common client risk profile outcomes within a number of client risk profiling tools, including Dynamic Planner. LV= Managed Portfolios 4 to 7 are S&P A-rated.

LVAM also offers three globally-diversified funds positioned in the IMA Cautious Managed, Balanced Managed and Active Managed sectors. The funds, LV= Diversified Income, LV= Balanced Managed and LV= Stockmarket funds, are all S&P A-rated.

All eight multi manager funds offered by LVAM are marketed directly to advisers, are available via leading platforms and wraps and linked pension fund variants are offered via the LV= Retirement Solutions business.


LV= is a registered trademark of Liverpool Victoria Friendly Society Limited (LVFS) and a trading style of the Liverpool Victoria group of companies.

LV= employs around 4,000 people, serves over 3.8m customers and members, and manages around £7.7bn on their behalf, via LV= Asset Management (LVAM). We are also the UK’s largest friendly society and a leading mutual financial services provider.

LVFS is authorised and regulated by the Financial Services Authority, register number 110035. LVFS is a member of the ABI, the AFM and ILAG. Registered address: County Gates, Bournemouth BH1 2NF.