LV= ISA Portfolio

Here's what you need to know about the LV= ISA Portfolio...

Overview

LV= ISA Portfolio

The LV= ISA Portfolio gives you flexibility and choice when planning and saving for your retirement or otherwise. With access to our unique Smoothed Managed Funds, it can provide a smoothed journey for you and help cushion your investments from the ups and downs of the stock market.

Key features

Key features of the ISA Portfolio

  • The ISA Portfolio provides access to a wide range of investments that have the potential to provide capital growth and income, with favourable tax allowances.
  • Access to our unique range of multi-asset Smoothed Managed Funds, designed to reduce the impact of market ups and downs. 
  • Around 5,000 Mutual Funds available from around 100 fund managers, as well as a wide range of other investment options including solutions developed by leading Investment Managers.  
  • A flexible Stocks & Shares ISA - you can take withdrawals from your ISA Portfolio and replace with additional funds without affecting your annual ISA allowance, within the same tax year. 
  • Ability to transfer in from other cash and stocks & shares ISAs and move multiple ISAs into one place. 
  • You can take money out at any time on a regular or one-off basis, or a combination of both. 
  • See how your LV= ISA Portfolio is performing through our customer portal, My LV=.

Important information

Investing money can be rewarding, but it comes with some risks. Here's what you need to know:

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  • These are stock market-related investments, available to UK residents.
  • The value of your investment may go down as well as up, so you could get back less than you paid in. 
  • The charges we take for administering your ISA Portfolio will affect the value of your ISA Portfolio.
  • If you decide to leave your financial adviser and do not appoint another one, your options to manage the ISA Portfolio may become restricted. 
  • Over time, inflation will reduce the buying power of the money you have saved. 
  • Embark Investment Services Ltd is the ISA Manager for the LV= ISA Portfolio.

The information on this page should not been seen as advice to take out this product, please speak to a suitably qualified financial adviser before making any investment decision based upon this, or any other information.

Investing in the LV= Smoothed Managed Funds ISA

*General insurance products are offered by Liverpool Victoria General Insurance group, a subsidiary of Allianz Holdings plc.

Understand our unique smoothing process

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Other ISA options

LV= Junior ISA Portfolio

Save for your child’s future by starting a Junior ISA, with many of the same great benefits, the LV= Junior ISA Portfolio can help you give your child a good start in life.

The LV= Junior ISA Portfolio is coming soon to LV= Platform Services.

Next steps

Getting the most from your money

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To help you get the most from your money, you can speak to a financial adviser. If you don’t have a financial adviser you can find one near to you on unbiased.co.uk, or you can have a chat with one of our investment advice specialists.
Please note that the information given on these pages should not be seen as advice to take out this product.