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Information on our With-profits funds and how they perform

With-profits

About our With-profits funds

When your client invests with us, it’s combined with other investors’ money into our with-profits fund. We use with-profits because it smooths the ups and downs that can be found with investing in the stockmarket (and other investments).

Our with-profits fund is managed on our behalf by Threadneedle Asset Management Ltd who are responsible for the day to day management of assets in accordance with our investment strategy. They specialise in investment management and are one of the top 40 largest asset management firms globally.

Fund factsheets - Flexible Guarantee Bond

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Our fund factsheets provide information on the performance of each of our three fund options.

Find out more about our factsheets

Investment reports

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Read through our previous investment reports so you can keep your clients up to date.

Find out more about our investment reports

Management approach

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Read through the Principles and Practices of Financial Management (PPFM).

Find out more about the management approach

LV= is financially strong and stable

You need to be confident that the provider you recommend for your client is financially strong and able to deliver in years to come.

Our ratings:

Overall Financial Strength rating (very strong)

(Source: AKG Actuaries and Consultants Ltd, Company Profile & Financial Strength reports, October 2016)

Our main with-profits fund is rated 10/10 for financial strength, investment freedom, flexibility and bonus paying ability

(Source: Cazalet Consulting With Profits ratings July 2014)

Valuations

Valuations

Find out who to speak to when your client needs a valuation on an existing investment with us.

Contact us about our heritage products

PPFM

PPFM

Look through our reports to identify which guide is relevant to your client.

More on our management approach

With profits

With-profits

Look through our yearly With-profits performance reports to keep your client up to date.

View our With-profits performance reports

Bond performance

Bond performance

See how our Flexible Guarantee Bond and Flexible Guarantee Bond Series 2 are performing.

View our bond performance

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