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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.

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 all of the funds mentioned, including those managed by external fund managers, are available in the Fund Centre section of our website.

For details of the funds in which you can invest, please call us on 0808 252 8668.

Upcoming Fund Changes

On the 30th March 2018 some of the funds that we offer in our OEIC range will be changing. These changes were authorised by the Financial Conduct Authority in November 2017 and approved by OEIC members on the 5th December 2017.

Since then we have been working on effecting these changes which will ensure a smooth transition for our customers. The changes that will be happening on the 30th March 2018 can be summarised as 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 Fund Changes Effective 30th March 2018 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