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Open-ended Investment Company Funds

Select ISA or Select Investment Plan

We have a number of Open-ended Investment Company (OEIC) funds available to those who hold an NFU Mutual Select ISA or Select Investment Plan.

There are funds with varying levels of risk to suit different investors – find out more about our risk ratings in our Understanding Investment Risk [PDF: 255KB] document. 

We have two types of funds:

  • Mutually Managed: investing in a mix of assets and markets for those wanting to leave investment decisions to us
  • Market Selection: these funds invest in a single type of asset or market - for those wanting to take a more active role in investment decisions. We offer funds run by our own in-house investment team but also some third parties that offer you even greater choice. 

Full details about our Mutually Managed and Market Selection funds, and those managed by external fund managers, are available in the Fund Centre section of our website.

Recent Fund Changes

The changes to some of our funds that we offer in our OEIC range which were planned for April 2018 have now been made.

These changes were authorised by the Financial Conduct Authority in November 2017 and approved by OEIC members at the Extraordinary General Meeting held on the 5th December 2017.

These changes have been communicated to OEIC fund investors and are summarised below: 

  • The conversion of our 20-60%, 40-85% and 100% Mixed Portfolio funds in our Portfolio OEIC to an Undertakings for Collective Investment in Transferable Securities (UCITS) scheme from a Non-UCITS scheme
  • Changes to the investment objectives and policies of the 20-60%, 40-85% and 100% Mixed Portfolio funds.

A summary document of the changes to the investment objective and policies can be found in the Mixed Portfolio Fund Changes [PDF: 62KB] document.

If you would like any further information on these changes then please contact our Customer Services team on 0370 606 6462 between 8:30am and 5:30pm Monday to Friday