NFU Mutual UK Equity Fund I

The fund aims to achieve a combination of capital growth and income by investing in a diversified portfolio of stocks with the potential to generate earnings growth over the long term (5 years +).

The fund will invest at least 80% in a broadly diversified portfolio of company shares domiciled in the UK or whose business activities are predominantly in the UK. It may also invest up to 20% in other Transferable Securities, Money Market Instruments, Collective Investment Schemes, Deposits, Cash, and Near Cash. The fund may use financial derivatives for hedging or reducing risk.

This fund may not be suitable for investors planning to withdraw their money within 5 years. The fund's performance can be compared against the FTSE All-Share Index, but it is not constrained by the benchmark and has flexibility over the benchmark constituents it holds.

https://www.nfumutual.co.uk/globalassets/investments/key-investor-information-documents/kiid-uk-equity-fund.pdf