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LV = Asset Management – LV= Balanced Managed ISA Fund

LV = Asset Management

LV= Balanced Managed ISA Fund

Type: Sub-fund of UK-authorised Oeic

Aim: To produce long-term capital growth by investing globally in a range of fixed interest and equity funds but with a bias towards the UK and Europe

Minimum investment: Lump sum £1,000 and monthly £100 and maximum subject to Isa limits up to £7,200

Switching: Minimum of £1,000 in each fund that is held may be charged up to 2% of the value of the shares

Isa link: Yes

Charges: Initial 5%, annual management charge 1% and additional expenses estimated at 0.65%

Commission: Initial up to 4% and 0.5% renewal

Tel: 0845 113 0273

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