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LV= Value

A range of low cost/high quality investment funds including market leading passive and risk rated solutions.

Passive fund collection

Cost conscious passive investment can be an attractive option.

Passive investment can provide

  • Great transparency
  • Cost efficiency
  • A range of passive options across market sectors
  • Single sector funds

Risk rated/multi asset

A range of risk rated funds are available, these have been assigned Distribution Technology rating profiles of 3 - 8. These enable advisers to select individual funds, or build a portfolio, that matches a client’s attitude to risk/ propensity for loss - and review these funds should risk attitudes change.

Multi asset funds enable clients to spread investment risk across multiple sectors, providing diversification within one fund wrapper. This gives clients the opportunity to maximise risk-adjusted returns by increasing the potential opportunity for growth.

Other funds

Access to specialist funds across all key sectors, with funds provided by Investment partners such as Jupiter, Investec and Fidelity.

For clients seeking the security of a well known investment brand name, these funds enable access to fund manager expertise at a discount with free switching between sectors as market conditions change.

LV= Choice

Speak to your usual LV=
sales contact for more investment options.

LV= Secure

Options to provide
protection against market
fluctuation and provide
guaranteed income in

More on LV= Secure

LV= Wealth

Discretionary Fund Management and pure
SIPP investment.

More on LV= Wealth

LV=, County Gates, Bournemouth, BH1 2NF, UK