Yellow banner
NFU Mutual It's an NFU Mutual understanding

Contact us
Find your local office
 

page: home > with-profits > investment strategy

Investment Strategy

NFU Mutual's Investment Strategy for With-Profits Business

The asset mix backing the Capital Access Bond at 01/04/2008 was as follows:

     
 

Floating rate notes

75.7%

 

Cash deposits

24.3%

 

 

100%

 

The asset mix backing the with-profits liabilities (other than the Capital Access Bond) was as follows:

     
 

Property

15.0%

 

UK equities

48.5%

 

Overseas equities

14.5%

 

Index linked bonds

2.0%

 

Fixed Interest gilts

7.7%

 

UK corporate bonds

8.0%

 

Overseas bonds

1.8%

 

Cash and other assets

2.5%

 

 

100%

 

The mix of security ratings (the second highest if there is more than one rating) for our UK corporate bonds was as follows:

     
 

AAA

28.6%

 

AA

20.4%

 

A

37.5%

 

BBB

12.6%

 

BB

0.9%

 

 

100%

     

The asset mixes above were correct at 01/04/2008. 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.

 

Careers | Contact us | Find your local office | Site map | Links