Insurance
> VUL Investment Options
>Thrivent Moderately Aggressive Allocation Portfolio
Thrivent Moderately Aggressive Allocation Portfolio
Prospectus | Performance
| Portfolio
Focus Sheet (PDF, 400K)
|
Portfolio Management
Russ Swansen, CIO
David Francis, Head of Equities
Mark Simenstad, Head of Fixed Income
|
|
|
| Investment Objective |
- Seeks long-term capital growth by implementing an asset allocation strategy.
|
| Investment Strategy |
- Invests primarily in equities with a complement of fixed income securities.
|
| Benefits of Investing in the Thrivent Moderately Aggressive Allocation Portfolio |
- Strategic asset allocation and periodic reallocation that leverages the knowledge of the Thrivent Investment Strategy Committee.
- Instant diversification through multiple portfolios, managers, asset classes and styles.
- A simple choice:
- Ability to own multiple portfolios, and to utilize multiple managers and styles with one purchase.
- Easy to modify by exchanging the entire portfolio to a less or more aggressive.
|
| Special Investment Risks |
- The Portfolio's investment performance depends upon how its assets are allocated across broad asset categories and applicable sub-classes within such categories. Some broad asset categories and sub-classes may perform below expectations or below the securities markets generally over short or extended periods. In particular, underperformance in the equity markets would have material adverse effect on the Portfolio's total return given its significant allocation to equity securities. Therefore a principal risk of investing in the Portfolio is that the allocation strategies used, and the allocation decisions made will not produce the desired results. In addition, the performance of the Portfolio is heavily dependent upon the performance of the underlying portfolios in which the Portfolio invests. As a result, the Portfolio is subject to the same risks as those faced by the underlying portfolios. Those risks include, but are not limited to, market risk, issuer risk, volatility risk, liquidity risk, investment advisor risk, loss of principal risk, as well as credit risk and interest rate risk. These and other risks are described in the Portfolio's prospectus.
- Investing in a variable universal life insurance contract involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable universal life insurance contract and underlying investment options which investors should read and consider carefully before investing.
- Investing in a variable insurance product involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable universal life insurance contract and underlying investment options which investors should read and consider carefully before investing. To obtain a prospectus, contact a registered representative or visit www.thrivent.com.
|
| Investment Minimums |
- All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums. A minimum of $1,000 is required if you choose to use the DCA (Dollar Cost Averaging) Fixed Account to fund periodic investments to other subaccounts. See the Prospectus for additional information.
| |
For additional information, contact the Investment Interaction Center at (800) 847-4836.
The variable universal life insurance contract is issued by Thrivent Financial for Lutherans, 625 Fourth Ave. S., Minneapolis, MN 55415-1665 and distributed by Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, 800-THRIVENT (800-847-4836), a wholly-owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC.
|
|
| Asset Allocation Portfolio Investment Options |
 |
|
|
|
|
|