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your NFU Mutual
investment. Latest
prices are available
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 Fund prices
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Regular Saving or lump sum investment for the medium to long term |
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Spreading the risk of stock market investment |
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Offers the option to take an income from your investment twice a year
if you wish |
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What is the NFU Mutual Portfolio Investment Plan?
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, so if you cash in your
investment you may not
get back what you have invested. |
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You’ll qualify for a valuable special offer on your Portfolio Investment Plan when you invest a lump sum between 5th July and 30th September 2010.
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What is it?
We’re reducing the initial charge that we normally deduct when you invest a new lump sum or top-up your existing investment.
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How does it work?
We’ll reduce the amount of the initial charge we normally deduct by the percentage shown:
Investment Amount |
Usual Initial Charge |
Initial Charge During Offer Period |
£25,000 to £49,999 |
2.0% |
1.5% |
£50,000 + |
1.0% |
nil |
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This is a limited offer and will close early if it is fully subscribed before 30th September. |
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Please remember that your investment is linked to the stockmarket and is not guaranteed. This means that the value can go down as well as up and you could get back less than you have invested. You should look on this as a medium to long-term commitment and should be prepared to invest for at least five years.
For more details, please download the Portfolio Investment Plan Special offers PDF.
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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. |
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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 you could get back less than you invested.
Information on the funds available with this plan are shown on the Portfolio Investment Plan FAQ page. |
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*For security and training purposes, telephone calls may be recorded and monitored.
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Simplified prospectus of the NFU Mutual OEIC
The simplified prospectus of the NFU Mutual is available to download in PDF format (576Kb). |
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