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Information on our With-profits funds and how they perform

With-profits

Fund factsheets

If your client has an LV= Flexible Guarantee Bond or buys an LV= Flexible Guarantee Bond Series 2 they invest in the LV= with-profits fund through one of the three fund options. Investors can choose one of these fund options to best suit their investment needs and attitude to risk. Each invests in a mix of equities, commercial property, fixed interest and cash.

Below are the links to the latest fund factsheets:

Cautious series 2
This fund option is designed to provide the potential for steady growth. It invests mainly in fixed interest securities, with the balance in equities and property.
Balanced series 2
This fund option is designed to provide the potential for moderate growth. Around half is invested in fixed interest securities, with the balance in equities and property.
Managed Growth
This fund option is designed to provide the potential for higher growth than the two other fund options. Around two thirds of the fund is invested in equity and property, with the balance in fixed interest securities.

Please bear in mind that past performance shouldn't be relied on as an indication of future fund performance. These bonds are stock market related investments so investors are not certain to make a profit.

Flexible Guarantee Funds

Our Flexible Guarantee Funds are available within the LV= SIPP wrapper (FTA). The 3 with profits fund choices (Cautious Series 2, Balanced Series 2 and Managed Growth) have a range of flexible guarantee options and the potential for mutual bonuses to be paid in addition to the usual returns.

0800 085 0250

TextDirect: first dial 18001

8.30am - 5.30pm Monday - Friday

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

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