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Annuities > Variable Annuity Investment Options > Thrivent Moderately Conservative Allocation Portfolio
Thrivent Moderately Conservative 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 while providing reasonable stability of principal by implementing an asset allocation strategy.
Investment Strategy
  • Invests primarily in fixed income securities.
Benefits of Investing in the Thrivent Moderately Conservative 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.
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.
   
Investment Minimums
  • All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums. The minimum Fixed Period Allocation is $1,000. The minimum allocation to a Return Protection (RP) subaccount is $10,000. See the Prospectus for additional information.
 
For additional information, contact the Investment Interaction Center at (800) 847-4836.   Download a prospectus for the Thrivent Financial for Lutherans Variable Annuity. The prospectus contains more complete information on charges and expenses. You should read the prospectus carefully before you invest or send money.
 

Asset Allocation Portfolio Investment Options

 

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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
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This document was last updated on Tuesday, April 29, 2008 at 10:43 AM