Where your top up will be invested
You are making a single payment of £ into your Select ISA, plan number .
Your payment will be applied proportionally across your current fund holding, which may be different to your original investment.
So that you are aware of the product you are topping up we ask that you familiarise yourself with the key features of the Select ISA:
Key Features of the My Investments Select ISA [PDF: 177KB]
If you have a My Investments account you can log in and view your current fund allocation. If you would like to speak to someone about your My Investments Select ISA you can call us, 9am-5pm Monday to Friday, on 0800 980 8229.
More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:
NFU Mutual My Investments Terms and Conditions [PDF: 506KB]
Fund charges are associated with each of the funds we offer, these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.
Please review the charges for the funds that your Select ISA payment will be invested into:
My Investments Guide to Charges [PDF: 175KB]
Please also familiarise yourself with the funds that your payment will be invested in by reading the appropriate Key Investor Information Document(s):
Abrdn Global Sustainable and Responsible Investment Equity Fund Key Investor Information Document
abrdn UK Real Estate Feeder Fund Key Investor Information Document
Columbia Threadneedle High Yield Bond Fund Key Investor Information Document
Jupiter UK Smaller Companies Fund Key Investor Information Document
NFU Mutual Gilt and Corporate Bond Fund Key Investor Information Document
NFU Mutual Global Growth Fund Key Investor Information Document
NFU Mutual Mixed Portfolio 20 – 60% Fund Key Investor Information Document
NFU Mutual Mixed Portfolio 40 – 85% Fund Key Investor Information Document
NFU Mutual Mixed Portfolio Max 100% Fund Key Investor Information Document
NFU Mutual UK Equity Income Fund Key Investor Information Document
NFU Mutual UK Growth Fund Key Investor Information Document
We have provided an example illustration to show the effects of charges on potential returns from a specific fund, you will receive a personalised illustration based on the amount you invest and your current fund holding. Before proceeding please review this example illustration:
My Investment Select ISA Example Illustration for a single payment [PDF: 182KB]