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  • Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staffContact NFU Mutual

Investment strategy

NFU Mutual's Investment Strategy for With-Profits Business

The asset mix backing the Capital Access Bond at 01/10/2011 was as follows:

Floating Rate Notes 95.3%
Cash Deposits 4.7%
  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 5.8%
UK corporate bonds 12.0%
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 25.9%
AA 15.0%
A 36.6%
BBB 18.6%
Sub 3.9%
  100%

 

 

 

 

 

 

The asset mixes above were correct at 01/10/2011. 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. 

Note Note

* NFU Mutual Financial Consultants advise on
   NFU Mutual products and services and in
   special circumstances those of other
   providers.

** For security and training purposes calls may
    be recorded and monitored.

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NFU Mutual has won many awards for customer service

NFU Mutual has won many awards
for customer service. We have
independent confirmation that
several of our policy covers are
excellent.

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