NFU Mutual Mixed 40-85% C Inc

Ranked 207 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to produce long term capital growth and moderate income. It will invest principally in other funds managed by N.F.U. Mutual Unit Managers Limited with the balance invested in third party funds with compatible objectives. It is intended that through the funds of N.F.U. Mutual Unit Managers Limited and these other funds, the fund will gain exposure to UK and International equities with approximately 25% in fixed income stocks and cash. It will typically maintain 40% - 50% of its exposure to UK companies and 25% - 35% in International companies with the balance in fixed income and cash

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.6% -4.0% 4.2% -0.8% -6.8%
2017 12.4% 5.1% 0.7% 2.1% 4.1%
2016 20.0% 2.4% 4.9% 9.1% 2.4%
2015 -0.4% 3.5% -2.1% -6.2% 4.8%
2014 -1.1% -0.5% 0.8% -1.5% 0.1%
2013 7.9% 6.6% -3.1% 2.2% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/12/2012
  • Share Class size295Mn
  • Base currencyGBX
  • ISIN GB00B837VQ69

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).