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Investment Strategy
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NFU Mutual's Investment Strategy for With-Profits Business
The asset mix backing the Capital Access Bond at 01/01/2010 was as follows:
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Floating Rate Notes |
96.8% |
Cash Deposits |
3.2% |
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100% |
The asset mix backing the with-profits liabilities (other than the Capital Access Bond) was as follows:
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Property |
18.0% |
UK equities |
40.0% |
Overseas equities |
13.0% |
Index linked bonds |
8.0% |
Fixed Interest gilts |
4.7% |
UK corporate bonds |
14.2% |
Overseas bonds |
2.1% |
Cash and other assets |
0.0% |
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100% |
The mix of security ratings (the second highest if there is more than one rating) for our UK corporate bonds was as follows:
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AAA |
27.6% |
AA |
13.3% |
A |
39.0% |
BBB |
16.0% |
Sub |
4.1% |
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100% |
The asset mixes above were correct at 01/01/2010. It is possible that changes have occurred since that date, resulting from market movements, the investment of new money and changes in our general investment strategy.
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