Investments for your business
Many businesses accumulate funds from their trading activities or from the disposal of assets, which are not required for re-investment in other business assets.
An obvious first port of call for these funds is a bank account, and this is certainly suitable for funds earmarked for distribution or re-investment in a fairly short period of time. Your capital is always secure and accessible in a deposit account with a bank or building society. However, funds often remain on deposit for longer than is beneficial, with the outcome that the business will miss out on the growth potential offered by the stockmarket and may not obtain the best return that could have been available.
NFU Mutual investments
NFU Mutual offers a range of investments suitable for short, medium and long investment terms and which cater for a wide range of attitudes to risk.
For investment terms that are fairly short, or where access at short notice is required, the Capital Access Bond is ideal. With this product there are no initial charges to recover and the investment offers postal access to funds without notice. Bonus rates are reviewed regularly to keep them competitive when compared to bank deposit rates.
Capital Access Bond
For the longer-term, our Portfolio Investment Plan gives access to the professional expertise of NFU Mutual's own investment team. This is structured as an OEIC (Open Ended Investment Company) to give access to the potential of the stock market, with three investment funds to choose from with different objectives and strategies.
This plan is a medium to long-term investment and its value can go down as well as up. You may not get back the amount you originally invested.
Portfolio Investment Plan
Getting the best advice
Our NFU Mutual Corporate Financial Consultants can discuss your business investment requirements, taking into account investment timescale, attitude to risk, and taxation. NFU Mutual Corporate Financial Consultants advise on NFU Mutual products and in special circumstances those of other providers.
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