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Liverpool Victoria  

A 'common sense' Solution for Uncertain Times

Liverpool Victoria offer funds designed to provide growth and funds designed for income. You can invest in one or more depending on what you would like to get out of your investment. To decide what LV= ISA is right for you, Liverpool Victoria advisers provide help and advice on their range of products.

  Liverpool Victoria ISAs

 


 

 


  • Invested in a spread of 'best of breed' funds from across the market.
  • Managed by experts you can trust from a leading UK mutual society.
  • Choose from a range covering the more cautious LV= Diversified Income ISA through the LV= Balanced Managed ISA to the more adventurous LV= Stockmarket ISA.
  • This is a long-term investment and may not be suitable if you intend to invest for less than 5 years.
  • Minimum initial investment of £1,000 or from £100 per month 3% online discount. Liverpool Victoria will reduce the initial set up fee from 5% to 2% if applying online.


Liverpool Victoria

Liverpool Victoria

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Name You can Trust

LV= has a long history of providing financial security for their members and customers. Please note the LV= ISA is not membership conferring.

Broad Diversification Helps to Reduce Risk

The three LV= ISAs have exposure to equities, property, bonds & cash in different proportions to satisfy your appetite for greater returns balanced against investment risk.

Best of Breed Managers in a Single Fund

Liverpool Victoria select funds from leading fund managers from across the market including Fidelity, Invesco Perpetual and M&G to name but a few. Independently rated by Standard & Poor's.

The LV= Balanced Managed Fund and LV= Stockmarket Fund have been acknowledged by Standard & Poors and been given a prestigious 'A' rating. Expertise working for you

The Liverpool Victoria investment management team have, on average, approximately 20 years' experience currently managing approximately £7.2 billion (as at 30th September 2008).

What flexibility does the LV=ISA offer me? 

With an LV=ISA you can change the amount you contribute (within the limits) and the date of contribution to suit you. You can also make withdrawals of a minimum of £500. 

Click here for more information on Liverpool Victoria

Apply online

About Liverpool Victoria

Liverpool Victoria are the UK's largest friendly society (according to the Association of Friendly Societies Key Statistics 2008 based on total net assets). It is their aim to help customers find freedom from financial worry, by providing a wide range of reliable and good value financial products - from savings to insurance and investments. 


   
 
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