NFU Mutual UK Equity Fund I

The NFU Mutual UK Equity Fund seeks to grow capital and provide income by investing mostly in a diverse array of UK-based company shares or firms that earn the majority of their revenue from the UK. At least 80% of the fund is dedicated to these UK equities, ensuring broad diversification across various industries. Additionally, up to 20% of the portfolio may include other financial instruments like transferable securities, money market tools, and cash equivalents. This strategy focuses on selecting companies with strong long-term earnings growth potential to achieve its investment goals over a five-year horizon or longer.