Liverpool Victoria ISAs

LV ISAs - Tax efficient savings...

Whether you are looking for income or growth from your investment, there will be something from the Liverpool Victoria ISAs range to suit you.


 Product NameISA OptionIncome YieldMore Info
FTSE Income Plan - Conditional Income Optionyes
6.50% pa††
 
5 Year Structured Income Plan offering an annual yield of 6.50%. Can be used for ISA transfers & SIPP investment.
Barclays Wealth Regular Income Bondyes
6.00% pa
 
6 Year Structured Income Bond with an annual yield of 6.00% or monthly at 0.4875%. Can be used for ISA transfers & SIPP investment.
FTSE Income Plan - Fixed Income Optionyes
5.80% pa
 
5 Year Structured Income Plan offering an annual yield of 5.80%. Can be used for ISA transfers & SIPP investment.
Investec 5 Year FTSE 100 Income Deposit Planyes
4.75% pa††
 
5 year capital protected deposit plan with an annual yield of 4.75% or a monthly yield of 0.38%. The plan can be used for cash ISA investment or cash ISA transfer
The Royal Deposit ISAyes
4.00% pa
 
3 year fixed rate cash ISA that returns 4.00% a year. The plan can be used for cash ISA investment or cash ISA transfer.
Schroders Monthly High Income Fundyes
See Details
 
The Schroder Monthly High Income Fund aims to generate a high income, whilst not compromising capital, by investing in a diversified basket of fixed income securities. 100% Discount off Initial Charges.
Invesco Perpetual Monthly Income Plus Fund ISAyes
See Details
 
Popular monthly income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. 100% discount on initial charges.
Henderson Strategic Bond Fundyes
See Details
 
The aim of this fund is to deliver a quarterly income to investors by investing in higher yielding assets, which will include most types of fixed interest securities such as high yield bonds, investment grade bonds and government gilts, as well as having the ability to invest a proportion of the fund in equities. Income is paid to you quarterly.
Schroders Income Maximiseryes
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The Schroder Income Maximiser Fund ISA aims to deliver a target income yield of 7% pa, also providing potential capital growth. Income is paid to you quarterly. 100% Discount off Initial Charges.
Invesco Perpetual Corporate Bond ISAyes
See details
 
This highly popular fund aims to achieve a high level of overall return with relative security to capital. Income Paid to you twice yearly. Up to 100% Discount off the Standard Initial Fund Charge.
Artemis Income ISAyes
See details
 
One of the leading UK Equity Income Funds. The Fund managers hunt out companies with strong free cash flow and solid balance sheets. Income is paid to you twice yearly. 100% Discount off the Standard Initial Fund Charge.
Jupiter Corporate Bond Fund ISAyes
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The Jupiter Corporate Bond aims to achieve a high level of income with the opportunity for capital growth, through mainly investing in fixed interest securities. Income is paid to you twice yearly. 87.5% Discount off the Standard Initial Fund Charge.
Invesco Perpetual High Income Fund ISAyes
See details
 
One of the UK's most popular income fund ISAs the Invesco Perpetual High Income has delivered consistently good long term returns through a variety of market conditions. Income is paid to you twice yearly. Up to a 100% Discount off the Standard Initial Fund Charge.
M&G Corporate Bond ISAyes
See details
 
The M&G Corporate Bond Fund is a conservative ‘blue chip’ sterling fund that aims to produce a higher return than UK government bonds. Income is Paid to you Quarterly. 100% Discount off the Standard Initial Fund Charge.
Jupiter Merlin Income Portfolioyes
See details
 
The Jupiter Merlin Income Portfolio fund aims to achieve a high and rising income with some potential for capital growth. Income Distributions are made to you quarterly. 95% Discount off the Standard Initial Fund Charge.
Legal & General Managed Monthly Income ISAyes
5.30%**
 
Managed Monthly Income ISA Pays tax-free income monthly and invests in a Managed Monthly Income Trust with a current gross distribution yield of 5.3% (as at 30 June 2009, it will however change over time).
† Guaranteed income payments.
†† Income payments are dependent upon the FTSE 100 Index.
Disclaimer (Please Read)
From 6 April 2010, you can invest up to £10,200 per year, tax free, into your Liverpool Victoria ISA. The 3 Liverpool Victoria ISAs are:

  • LV= Diversified Income ISA: Provides regular income with the potential for lower-risk capital growth
  • LV= Balanced Managed ISA: Long-term capital growth for those preapred to take a bit more risk
  • LV= Stockmarket ISA: A more adventurous ISA for those prepared to invests in the stock market for long-term growth

All Liverpool Victoria ISAs are invested in a range of ‘best of breed' funds from across the market.

Other benefits of investing in Liverpool Victoria ISAs include:

  • Your portfolio will be managed by experts
  • Your investments will be put into the funds of leading managers like Fidelity Investments, M&G, Jupiter and Artemis
  • Choose between low, medium or higher risk

If you are interested in any of the Liverpool Victoria ISAs, click on the link below, or to compare Liverpool Victoria ISAs with other leading ISA deals, see the table above.


Important Note: ISAs are designed as medium to long term investments of, for example, five years or more. For investment ISAs both capital and income values may fall as well as rise and are not guaranteed and you may not get back all the money you invest. Please note that tax laws can change over time and can affect your investment. If you are in doubt you should speak to a financial adviser.

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