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Flexible Guarantee Bond Series 3 Fund Options

The Flexible Guarantee Bond Series 3 invests in the LV= with-profits fund.

Each fund option invests in a mix of equities, commercial property, fixed interest securities and cash. Each fund option is actively managed by a team of investment experts with the aim of achieving the best possible returns.

The diagrams below use benchmark figures. To see the current asset mix of each fund, please visit our Flexible Guarantee Bond Fund Factsheets.

Cautious Series 2

The LV= Flexible Guarantee Cautious (Series 2) fund is designed to provide long term steady growth together with a low level of investment risk.

The Fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments. The fund aims to avoid sharp rises and falls by averaging the investment return over your holding period.

Cautious Series 2 pie chart

Fixed Interest (68%)

Equities
(20%)

Property
(10%)

Cash
(2%)

Balanced Series 2

The LV= Flexible Guarantee Balanced (Series 2) fund is designed to provide long term moderate growth together with a low to medium level of investment risk.

The Fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments. The fund aims to avoid sharp rises and falls by averaging the investment return over your holding period.

Balanced Series 2 pie chart

Fixed Interest (48%)

Equities
(35%)

Property
(15%)

Cash
(2%)

Managed Growth

The LV= Flexible Guarantee Managed Growth fund is designed to provide long term growth together with a medium level of investment risk.

The Fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments. The fund aims to avoid sharp rises and falls by averaging the investment return over your holding period.

Managed Growth pie chart

Equities
(48%)

Fixed Interest
(35%)

Property
(15%)

Cash
(2%)

On all three funds, we offer a loyalty bonus for bond holders, expressed as a reduction in the annual fund management charge. Details of this can be found in the FGB Key Features document

0800 681 6292

TextDirect: first dial 18001

09:00am - 17:00pm Monday - Friday

We may record and/or monitor calls for training and audit purposes.

Literature

Performance

Performance

Read more about the current performance and asset allocation of our Flexible Guarantee Bond.

More about performance

Fund options

Fund options

Find out about our three 'ready-made' fund options managed by a team of investment experts.

View the three fund options

Membership rights

Membership rights

Taking out a Flexible Guarantee Bond Series 3 entitles your client to membership rights.

More about membership rights

Contact us

Contact us

Read more about where we're based and all of our contact information.

Contact our retirement specialists

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK