Risk Profiled Funds - Liverpool Victoria

For financial adviser use only
Risk Profiled Funds
Available via LV= insured range
Full details shown below of the range of funds in our portfolio that match clients’ attitude to risk once calculated through the Client Risk Profiling tool in
Dynamic Planner®.
OFC
OFC
OFC
OFC
OFC
OFC
7IM AAP Mod Cautious
0.67%
7IM AAP Balanced
0.67%
7IM AAP Mod Adventurous
0.70%
7IM AAP Adventurous
0.78%
Blackrock Consensus 100
0.27%
Fidelity Wealthbuilder
1.31%
Blackrock Consensus 35
0.29%
Blackrock Consensus 60
0.27%
Blackrock Consensus 70
0.26%
Blackrock Consensus 85
0.23%
Invesco Perpetual High Income
1.04%
Schroder Multi-Manager
International
1.26%
Fidelity Multi Asset
Allocator Defensive
0.63%
Jupiter Merlin Balanced
1.70%
Invesco Perpetual Income
1.03%
0.67%
Fidelity Multi Asset Allocator Growth
0.68%
Fidelity Multi Asset
Allocator Strategic
Schroder Multi-Manager
Diversity Tactical
1.32%
1.74%
1.20%
Jupiter Merlin Growth
Fidelity Multi Asset Open Strategic
1.19%
0.94%
Fidelity Multi Asset Open Growth
Invesco Perpetual Corporate Bond
Investec Multi Asset Protector
1.31%
Fidelity Multi Asset Strategic
0.99%
Invesco Perpetual Distribution
1.08%
Threadneedle Managed Portfolio 6
1.38%
Jupiter Merlin Worldwide
1.75%
M&G Global Dividend
0.91%
Invesco Perpetual Monthly
Income Plus
0.84%
1.22%
Investec Cautious Managed
Threadneedle Managed Portfolio 3
0.99%
Jupiter Merlin Income
1.61%
Schroder Multi-Manager UK Growth
1.30%
Jupiter Merlin Conservative Portfolio
1.25%
Newton Balanced (BNY MELLON)
0.86%
Threadneedle Managed Portfolio 7
1.39%
M&G Property Portfolio
1.05%
1.11%
1.24%
Schroder Multi-Manager Diversity
Schroder Multi-Manager
Diversity Balanced
Threadneedle Managed Portfolio 5
1.31%
On going fund charge (OFC) information correct
as of 02/06/2014
DT risk rating information correct as of
02/06/2014 - source Distribution Technology
Website
Pensions
Schroder Multi-Manager
Diversity Income
1.30%
Schroder Managed Monthly
High Income
1.02%
Threadneedle Diversified Income
1.36%
Threadneedle Managed Portfolio 4
1.24%
Drawdown
Annuities
For more information contact the LV= Retirement Desk on 08000 850 250 or email us at [email protected]
Lines are open 8:30am - 5:30pm Monday to Friday. We may record and/or monitor your calls for training and audit purposes.
Investments
Liverpool Victoria Friendly Society Limited, Keynes House, Tilehouse Street, Hitchin, Herts SG5 2DX.
Equity release
LV= and Liverpool Victoria are registered trademarks of Liverpool Victoria Friendly Society Limited (LVFS) and LV= and LV= Liverpool Victoria are trading styles of the Liverpool Victoria group of companies. LVFS is authorised by the Prudential Regulation Authority, and regulated by the Financial
Conduct Authority and the Prudential Regulation Authority, register number 110035. NM Pensions Trustees Limited, (registered in England No. 4299742), act as Trustees and Scheme Administrators. Authorised and regulated by the Financial Conduct Authority, register number 463402.
Registered address for all companies: County Gates, Bournemouth BH1 2NF. Tel: 01202 292333.
21443736 08/14

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