LV= appoints chief investment officer

30 September 2022

Insurance, investment and retirement specialist Liverpool Victoria Financial Services Limited (LV=) has appointed Adam Ruddle into the role of Chief Investment Officer

Adam will be responsible for designing the investment strategy for LV=’s Smoothed Managed Funds, which are proving popular with financial advisers and investors. He was previously Senior Investment Manager at LV=.

The LV= Smoothed Managed Funds incorporate a smoothing mechanism that works by averaging daily unit prices over the previous 26 weeks to reduce short-term market volatility, and are designed for investors with a low to low-medium risk profile.

The funds are actively managed by the global asset manager Columbia Threadneedle Investments to a mandate set by LV= and can be accessed via LV= Smoothed Pension, LV= Trustee Investment Plan, bonds and LV= ISA. Investment charges start from 0.90% depending on the wrapper, with fund size discounts applying.

Adam Ruddle said:

“This is an exciting time to be working at LV= and I am delighted to be appointed Chief Investment Officer. LV=’s Smoothed Managed Funds are becoming increasingly popular among financial advisers and mass affluent investors because of their strong track record managing high volatility.”

Source: LV=
Multiple reports with cicle diagram and text

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