By continuing to use this site, you agree to use of cookies. You can change this and find out more by following this link Accept cookies

NFU Mutual Mixed Portfolio 40 - 85% Shares Pension

Performance History30/09/2014
Growth of 1,000 (GBP) Advanced Graph
NFU Mutual Mixed Portfolio 40 - 85% Shares Pension
Key Stats
 GBX 863.20
Day Change 0.31%
ABI Sector Mixed Investment 40%-85% Shares (Pen)
ISIN GB0006188121
Fund Size (Mil)
Share Class Size (Mil)
Stakeholder No
*  This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance.
Investment Objective: NFU Mutual Mixed Portfolio 40 - 85% Shares Pension
To achieve balanced long-term growth.
Trailing Returns22/10/2014
3 Years Annualised9.10
5 Years Annualised7.45
10 Years Annualised7.08
12 Month Yield -
Manager Name
Start Date
Paul Glover
Inception Date
Fund BenchmarkMorningstar Benchmark
Portfolio Profile for  NFU Mutual Mixed Portfolio 40 - 85% Shares Pension-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
NFU Mutual Mixed Portfolio 40 - 85% Shares Pension
Fund prices are updated every weekday after the close of trading and before 11pm wherever possible. Performance figures are presented in British Sterling (GBP). Fund returns are based upon NAV to NAV or Bid to Bid on an income reinvested basis. UK-domiciled funds report after-tax dividends. Non-UK-domiciled funds report gross dividends. Pension funds report after-tax returns.