The aim of the fund
First and foremost, we want to give you a fair return on your investment.
How the fund is managed
The ISA fund is managed by Columbia Threadneedle Investments to meet objectives set by LV=. They are one of the UK’s largest fund managers with over £557 billion assets under management worldwide (Source: www.columbiathreadneedle.co.uk
as at 31/12/21).
What the ISA fund is
Our LV= ISA is a non-profit plan which invests in our unit-linked ISA funds. which simply means we use units and unit prices to measure your ISA’s value. The funds can be described as ‘non-profit’ in that LV= will not add any additional bonuses to these funds above and beyond the growth in the value of the funds themselves.
What the fund invests in
The range of ISA funds are unit linked funds each containing a mix of different investment types, including shares (equities), commercial property and fixed interest investments such as corporate and government bonds.