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Funds Centre

Welcome to our new funds centre, where you can find in depth information on all our funds.

We've partnered with Morningstar® so you can:

  • View daily fund pricing and historical performance.
  • Access free Fund X-Ray reports and Fund Fact Sheets.
  • Rank and compare all funds in the LV= fund.
  • Search and segment by Active/passive and asset class.

To help you get started with Morningstar, here's three easy steps:

Step 1 Quick View

PDF icon

Search and select the fund you wish to investigate, then open up the Fact Sheet report using the fund title, or the PDF icon.

Step 2 Compare

Morningstar x-ray tool icon

Select the funds you want to compare using the square selection box, then use the X-Ray Tool button to set allocations.

Step 3 In-Depth Analysis

Show X-Ray button image

Once your allocation is set, use the Show X-Ray button to analyse your choices. You can also save the report in PDF format.

Tip: if you are having trouble finding the Show X-Ray button, switch your browser to Internet Explorer, and if you find yourself stuck in a fund analysis with nowhere to go, use the web browser back button.

Get started with Morningstar

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