Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staff
The values of an investment in the OEIC and any income received from it may go down as well as up and you could get back less than you invested.
The Portfolio Investment Plan invests in an NFU Mutual OEIC (Open Ended Investment Company).
This means that instead of investing as an individual , your money is pooled together into an investment fund with that of other investors.
Your investments buy shares in one or more of the funds within an NFU Mutual OEIC at their current price. You can choose from a range of funds that have different objectives and strategies.
The value of each fund is divided into a number of shares and you are allocated the number of shares corresponding to the amount you invest. The value of your shares and the income from them will then rise, or fall, in line with the progress of the fund.
You can invest a minimum of £25 per month, per fund, or £1000 lump sum per fund.
This plan is a medium to long term investment, designed to be held for 5 years or more. If you cash in your investment you may not get back what you have invested.
The NFU Mutual Portfolio Investment Plan is designed for clients looking for a collective investment scheme outside of their ISA, pension, or life assurance plans. It offers a choice of nine funds and the ability to make lump sum or regular contributions.
This ability to get a spread of investments at a modest cost is one of the benefits of Collective Investment schemes.
Our range of funds includes a choice of 'Managed' funds as well as a range of more focused 'Market' funds and offers the opportunity to invest across different stock markets and stock market sectors. Each of the funds has been risk rated by NFU Mutual and can be selected individually or mixed with one or more of the other available funds to offer greater diversification and alter the overall risk profile of your investment.
Information on the funds available with this plan are shown on the Portfolio Investment Plan FAQ page.
The simplified prospectus of the NFU Mutual OEIC is available to download in PDF format (576Kb).
If you want to obtain a free copy of the simplified or full prospectuses (in English) or 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.
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.
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.
Find out more about the portfolio investment plan with our frequently asked questions.
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