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Mutually Managed Funds

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Making the most of our expertise

With mutually managed funds, you decide how much risk you want to take, then you leave the rest to NFU Mutual.

Our Mutually Managed Funds invest in a mix of markets and are suitable for investors wanting to leave investment decisions to us.

What you need to do
• Clarify your investment objective
• Decide how much risk you're prepared to take
• Pick an investment fund to match from our 'Mutually Managed' Selection

What we do
We monitor market changes and make all the investment decisions for you, in line with the fund's investment policy.

LET'S TALK

You should be aware that the value of your investment and any income from it may go down as well as up and you may get back less than invested.

This category is ideal for investors who are looking for simplicity and prefer to leave it to us.

These funds invest in a spread of different types of assets or markets. Our Investment Managers will decide where each fund is invested. In line with the investment policy, they can do this by direct investment or by investing in other funds.

The Key Benefits of Mutually Managed Funds are:

  • They help you reduce your investment risk by spreading your money across a wider range of asset classes
  • You benefit from the expertise of an investment professional who decides how much should be invested in each class
  • Because your investment is spread across a mixture of funds, you will not have the full growth potential of any one fund, but on the other hand, you may not experience the same degree of loss compared to a single investment fund.

Mutually Managed Fund Selection

Our Mutually Managed Funds cover the following categories:

  • Mixed Portfolio Max 100% Shares
  • Mixed Portfolio 40 - 85% shares
  • Mixed Portfolio 20 - 60% Shares

If you have a specific requirement you can choose a combination of ‘Mutually Managed’ and ‘Market’ funds from the range available to the product you are investing in. The choice is entirely yours. For more information on these funds click here.

Take the time to talk to us

Our Financial Advisers are able to help you better understand the complexities of risk and advise you on investments compatible with your attitude to risk.

LET'S TALK

* Please note

When you contact us we'll explain the advice services we offer and the 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.