Report overview
Before we get started...
- This information does not constitute investment advice and we recommend that you speak to a suitably qualified financial adviser before making any investment decision based upon this, or any other information.
Standardised performance for the with-profits fund
These figures show the investment return (before tax and charges) on the with-profits fund each calendar year for the last five years
| Year | Investment return |
|---|---|
| Year to 31 December 2015 | 2.2% |
| Year to 31 December 2016 | 13.3% |
| Year to 31 December 2017 | 6.5% |
| Year to 31 December 2018 | -2.8% |
| Year to 31 December 2019 | 12.1% |
| Year | Investment return |
|---|---|
| Year to 31 December 2015 | 2.2% |
| Year to 31 December 2016 | 13.3% |
| Year to 31 December 2017 | 6.5% |
| Year to 31 December 2018 | -2.8% |
| Year to 31 December 2019 | 12.1% |
Columbia Threadneedle Investments
- Since 1 November 2011 the asset management of our funds has been undertaken on our behalf by Columbia Threadneedle Investments. Columbia Threadneedle is responsible for the day to day management of the assets within investment guidelines set by LV=.
- Columbia Threadneedle is a leading international investment manager that manages £385bn of assets (as at 30 June 2020), investing on behalf of individuals, pension funds, insurers and corporations. Columbia Threadneedle is the global asset management group of Ameriprise Financial, a leading US-based financial services provider. Columbia Threadneedle’s website address is columbiathreadneedle.co.uk.
Our 2019 Annual Review
- 2019 Annual Review
RNPFN With-Profits Annual Review 2019 (2.7MB)
Our 2018 Annual review
- 2018 Annual Review
RNPFN With-Profits Fund Annual Review 2018 (2957KB)