Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staff
When you invest in our Portfolio Investment Plan or Stocks & Shares ISA, you can choose from a range of investment funds. Two of these investment funds are specifically designed to help provide a regular income:
The NFU Mutual Gilt & Corporate Bond fund invests primarily in gilts issued by the UK government, and interest-bearing bonds issued by companies. We categorise this fund as Low/Medium risk on our risk rating scale.
As well as investing in the Government of the United Kingdom and Northern Ireland, the fund may invest in Government and other public securities of the following European Economic Area (EEA) States:
Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Portugal, Spain and Sweden, and, in addition, the Governments of Australia, Canada, Japan, New Zealand, Norway, Switzerland and the United States of America.
The NFU Mutual UK Equity Income fund invests primarily in UK company shares, and aims to produce an income level of 110% of the income from the FTSE UK All Share Index by selecting shares that pay above average dividends. We categorise this fund as Medium/High risk on our risk rating scale.
Both capital and the level of income, or yield, produced by the fund(s) is not guaranteed and can go down as well as up. You may not get back what you invested.
You can choose to invest in a combination of both funds -creating a level of investment risk that matches your personal circumstances.
The tax position on the income from these funds depends on your personal circumstances and the Investment contract involved, and this may be subject to change in the future.
To find out more about investing with NFU Mutual, contact your local NFU Mutual branch to arrange an appointment with a Financial Consultant.
If you want to obtain the annual and half-yearly reports of the NFU Mutual OEICs at any time:
Call us on 0870 606 6462 during normal working hours Monday – Friday. We may record telephone calls for training and monitoring, or for security purposes. Or, write to us at: N.F.U. Mutual Unit Managers Limited, BNY Mellon House, Ingrave House, Brentwood, Essex, CM15 8TG.
NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers.
If you request an appointment, we'll aim to call you back within 24 hours (or the next working day), to arrange a time to meet a Financial Consultant* Request an appointment online
Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staff
* NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers.
** For security and training purposes call may be recorded and monitored.
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