ISIN GB00BJ7VWJ15

LV= ISA Growth Pn

LV= ISA Growth Pn is a multi-asset fund, ISIN GB00BJ7VWJ15.

  • Multi-Asset
  • Multi-Asset Global Aggressive

This fund is designed to provide long term growth together with a medium level of investment risk. The fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments. The fund aims to avoid sharp rises and falls by ‘averaging’ the investment price over a rolling 26 week period.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+19.2% Q1
1 year return
+41.7% Q2
3 year return
+32.4% Q3
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month +1.4%
  • 3 months +3.6%
  • Ongoing charge (OCF)

What the fund holds

Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 17 Oct 2026. Swipe or use the arrows for more panels.

By asset class

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 17 Oct 2026.
US Equities26.6%
US Treasuries10.8%
European Equities10.5%
See all asset classesA free account shows the full list.

Largest holdings

The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 17 Oct 2026.
  1. 1. BLACKROCK ADVANTAGE US EQUITY FUND14.5%
  2. 2. ISHARES UK GILTS ALL STOCKS INDEX8.4%
  3. 3. ACS UK ESG INSIGHTS EQUITY F CX1AA7.4%
  4. 4. CT UK PROPERTY AUTHORISED TRUST7.0%
  5. 5. ACS US ESG INSIGHTS EQUITY X1AA6.1%
See all holdingsA free account shows the full list.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.

Volatility and maximum drawdown are not available for this fund.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
GB00BJ7VWJ15
Ongoing charge
Share class launch date
13 Jun 2019
Domicile
GB
Fund type
open-ended fund
SRRI
2 of 7

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.