NFU Mutual's Portfolio Investment Plan

What is the NFU Mutual Portfolio Investment Plan?

The Portfolio Investment Plan invests in the 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 the 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 notionally 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, so if you cash in your investment you may not get back what you have invested.

Who would benefit?

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.

Funds - flexibility and choice

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.

The values of an investment in the OEIC and any income received from it may go down as well as up and are not guaranteed.

Information on the funds available with this plan are shown on the Portfolio Investment Plan FAQ page.

Simplified prospectus of the NFU Mutual OEIC

The simplified prospectus of the NFU Mutual is available to download in PDF format (140Kb).

We have local branches across the UK. Use this search facility to find your nearest.