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Fund performance and market insights

Overview

Here at NFU Mutual we like to provide our customers with up-to-date information and our views about the economy and how their investments may be affected.

We provide two different investment focused publications for customers that cover a wide range of events and issues.

Please note that the views expressed are those of NFU Mutual. They are not intended as, and should not be construed as, investment advice.

How should investors view market volatility?

What is the value of a diversified investment portfolio?

Investment Performance

Every quarter you will be able to view an updated investment performance guide. This details how
NFU Mutual’s investments are performing, including information relating to their cumulative returns over a 3, 5 and 10 year period.

Contact your local NFU Mutual Financial Adviser for more information.

Investment performance guide

  • The Markets - Popular indices
  • Our Life Funds
  • Our Pension Funds
  • Our ISA and OEIC Funds (including our SELECT Fund range)

Important Information - Please read:

Class A & B shares and Series 1 and 2 funds refer to plans that were taken out before 31st December 2012.

Class C shares and Series 3 funds apply to plans taken out on or after 31st December 2012.

Past performance is not a reliable indicator of future results.

Please refer to your original policy documentation for further information.

Download the guide

When you contact us we'll explain the advice services we offer and our charges.
NFU Mutual Financial Advisers advise on
NFU Mutual products and selected products from specialist providers.

For security and training purposes calls may be recorded and monitored.

Investment Focus

Investment Focus is a quarterly publication produced by NFU Mutual. Each issue contains topical information about current investment market conditions.

In addition there are features on different types of investments, the latest investment news from
NFU Mutual and finally the fund facts section showing the performance of
NFU Mutual's investment and pension funds.

Investment Focus 53 October 2016.

Download this issue