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LV = Asset Management – LV= Stockmarket ISA Fund

LV = Asset Management

LV= Stockmarket ISA Fund

Type: Sub-fund of UK-authorised Oeic

Aim: To produce long-term capital growth by investing globally in a wide range of equity funds

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 0.73%

Commission: Initial up to 4% and 0.5% renewal

Tel: 0845 113 0273



Adviser Fund Index

As macro-economic news seems to move from bad to worse, investors’ confidence in the value of their investments has been tested, resulting in widespread sell-offs. The shortening of investment horizons that this implies is a cause for concern for AFI panellists.


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