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Value for money for NFU Mutual investors

At NFU Mutual, we work hard to provide our investors with  value for money.

Each year, as part of our regulatory commitments, we review  how we’re delivering value for investors in our OEIC funds – measured across service, performance, costs and charges –  identifying any areas where we need to take corrective action .

You can see the results in our latest Value for Money Report. It is based on data to 31st May 2021, which in summary shows:

Service: Overall, NFU Mutual’s internal team and external service providers delivered a good quality of service for all funds over the 12 month review period. This is despite the unprecedented challenges presented by COVID-19.

Performance: Our funds continued to deliver performance in line with customers’ reasonable expectations.

Costs and charges: The total fund charges  were competitive and affordable in the context of expected future investment returns.

We are committed to continually developing our assessment and  improving customer outcomes, with this in mind we have identified several areas we will incorporate into our next assessment in 2022.

For more detail, please see our 2021 Value for Money Report. In addition to this report, we publish other fund documentation on the My Investments section of our website which you may find useful.