Windsor Life Assurance
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This page relates to the National Mutual With Profit Fund

The National Mutual With Profit Fund was established on 31st December 2007 by the scheme that transferred the with profits business from NM Pensions Limited (TomorrowTM) to Windsor Life Assurance Company Limited. It primarily contains the business originally written by National Mutual Life Assurance Society which was held in the National Mutual Fund.

With-Profits Fund Asset Mix Summary

The investments of all with-profits investors in the National Mutual With-Profit Fund are pooled into a fund comprising of fixed interest securities, property and equities (UK shares and non-UK shares).

National Mutual With Profit Fund Asset Mix = 28% UK Shares, 16% Non-UK Shares, 37% Fixed interest and cash, and 19% Property

The pie chart above shows the asset mix for the National Mutual With Profit fund as at 30 September 2007.

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