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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:

   

Floating Rate Notes

96.8%

Cash Deposits

3.2%

 

100%

 

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

   

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%

 

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

27.6%

AA

13.3%

A

39.0%

BBB

16.0%

Sub

4.1%

 

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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