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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 01/07/2010 was as follows:

   

Floating Rate Notes

85.5%

Cash Deposits

14.5%

 

100%

 

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

   

Property

19.0%

UK equities

40.0%

Overseas equities

14.0%

Index linked bonds

7.5%

Fixed Interest gilts

5.9%

UK corporate bonds

11.9%

Overseas bonds

1.7%

Cash and other assets

0.0%

 

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

25.2%

AA

14.0%

A

40.6%

BBB

15.7%

Sub

4.5%

 

100%

 

The asset mixes above were correct at 01/07/2010. 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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