NFU Mutual Investment Choices

This guide is intended to introduce you to our funds and help you decide which ones may be suitable for you to invest in.

Download the investment choices document (PDF format, 268Kb)

Unit-linked Investments

This guide covers NFU Mutual’s unit-linked investments. These are policies in which your money is used to purchase units in a particular fund or combination of funds, and the value of the units will change directly in line with the performance of the investments held within the fund(s).

Download the unit-linked investments guide (PDF format, 259Kb)

Appendix to Unit-Linked Investments Guide

We have also produced an appendix to the Unit-Linked Investments Guide. The contains additional useful information about our unit-linked business.

Download the Appendix to Unit-Linked Investments Guide (PDF approx 98Kb)

Key investor information documents (for our OEIC fund range)

Download key investor information documents and the supplementary information document for the OEIC fund range.

KIDS and SID documents

Fund factsheets (for our OEIC fund range)

Download factsheets for our OEIC fund range.
These factsheets are updated monthly and provide a useful snapshot of the fund.

Fund Factsheets

OEIC prospectuses

Download the Prospectus of The NFU Mutual OEIC which has been prepared in accordance with the Collective Investment Schemes Sourcebook.

Download the Prospectus of The NFU Mutual OEIC (PDF approx. 537 Kb)

Download the Prospectus of The NFU Mutual Portfolio Funds OEIC which has been prepared in accordance with the Collective Investment Schemes Sourcebook.

Download the Prospectus of The NFU Mutual Portfolio Funds OEIC (PDF approx. 677 Kb)

Portfolio Investment Plan top-up form 

To make an additional investment to your NFU Mutual Portfolio Investment Plan

Download the application form

Stocks and Shares Individual Savings Account (ISA) top-up form

To make an additional investment to your NFU Mutual Stocks and Shares Individual Savings Account (ISA)

Download the application form

OEIC payment redirection form

If you want to redirect your future regular payments to another fund(s), please complete this form

Download the payment redirection form

OEIC fund switch form

If you want to change your investment choice, please complete this form

Download the fund switch form

OEIC withdrawal form

If you want to withdraw funds from your OEIC, please complete this form

Download the withdrawal form