We use cookies to give you the best possible experience online. By continuing to use our website, you agree to receiving our cookies on your web browser. Visit our cookie policy page to find out more and how to change your cookie settings.

skip to main content
Image alt text

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 funds risk rated by Distribution Technology covering risk profiles from 3 - 8. These enable advisers to select individual funds, or build a portfolio, that matches a clients attitude to risk - and review these funds as risk attitudes change.

Multi asset funds enable clients to spread investment risk across multiple sectors within one fund wrapper. This gives clients the opportunity to maximise risk-adjusted returns by increasing the opportunities 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

We are currently working with advisers to develop a new Model Portfolio Service.

Investment choice

LV= Secure

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

Secure investment

LV= Wealth

Discretionary Fund Management and pure SIPP investment.

Investment wealth

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