• Request an appointment with a Financial Consultant*

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

Risk ratings

Our funds are risk rated in line with these categories:

High Risk

  • You're looking for maximum returns on your investment and are willing to accept a high level of risk, with the possibility of large changes in the value of your investment and/or income you receive.
  • You choose and control investment decisions, with an emphasis on speculation.
  • You accept that you could lose some or all of your money.

Medium / High Risk

  • You're willing to accept a significant level of risk, with the possibility of changes in the value of your investment and/or income you receive.
  • You’re looking for the potential of good returns.
  • You’re happy to invest fully or heavily in equities.
  • You accept the possibility of extreme changes in the value of investments.

Medium Risk

  • You’re prepared to accept risk to your money, with the possibility of some changes in the value of your investment and/or income you receive.
  • You’re looking for the potential of good returns.

Low / Medium Risk

  • You're comfortable with some risk to your money.
  • You want less unpredictability about changes in the value of your investment and/or income than in the Medium, Medium/High or High risk categories.
  • You accept that other types of investment may provide the potential for better returns.

Low Risk

  • You want a low level of risk.
  • You accept the potential for growth is low.
  • You accept that the value of your savings may not keep pace with inflation.
  • You plan to invest your money for less than five years.

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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Fund prices

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