Nationwide  adds more choice for investors

7 August 2013

Nationwide has added four new equity funds to its investment panel to give customers a wider choice of investments.
Three of the new funds are invested in UK companies and equities, while the fourth tracks the performance of emerging equity markets.
Investors with Nationwide now have a total of 21 funds to choose from, reflecting a wide range of choices across a spectrum of asset classes and geographic regions.
The new funds are:

  • BlackRock UK Special Situations, which aims to achieve long term capital growth by investing primarily in the shares of small and medium sized UK companies
  • Investec UK Special Situations, which aims to provide a combination of income and long term capital growth
  • Threadneedle UK, which aims to achieve capital growth by investing in UK equities.
  • L&G Global Emerging Market Index Trust, which aims to track the capital performance of global emerging equity markets

Guy Simmonds, Nationwide Head of Product, Protection and Investment, said: “Whether investing for the first time or an experienced investor, this is great news for our customers because it gives them more options in reaching their investment aims.

  • “Widening the choice of funds to invest in via regular payments, lump sums or both, and offering accessible advice on the high street, will help support our customers to achieve their long term investment goals.”

Customers can make payments into a portfolio of funds and is available through advisers in branches. Customers can make either lump sum investments, regular payments or a combination of both.

As with all of Nationwide’s investment products, there will be a 3 per cent initial fee followed by a 0.5 per cent ongoing service charge. The advice fee to access the regular payment option is based on 3 per cent of monthly premiums over 48 months.
Nationwide has a range of 21 investment funds from some of the UK’s leading fund managers, carefully selected and regularly reviewed, designed to help meet individual investment needs. These are provided through Legal & General.

Notes to editors:

The investment options Nationwide currently offers are provided through Legal & General. Applications are required for all products. Further details of terms and conditions are available on request. Nationwide offers restricted advice.

Nationwide’s investment panel includes the following funds:
Aberdeen World Equity
Blackrock UK Special Situations
Fidelity Strategic Bond
First State Global Resource
Henderson UK Property
Henderson Sterling Bond
Invesco Perpetual Corporate Bond
Invesco Perpetual Income
Investec UK Special Situations
Kames High Yield Bond
L&G All Stocks Gilt Index
L&G All Stocks Index Linked Gilt Index
L&G Global Emerging Markets
L&G (N) Tracker Trust
L&G Sterling Income
M&G Global Dividend
M&G Property
M&G Recovery
Newton Global Higher Income
Threadneedle Global Select
Threadneedle UK

The value of your investment can go down as well as up so you may get back less than you originally invested.

About Nationwide Building Society

Nationwide is the world's largest building society as well as the second largest savings provider and a top-three provider of mortgages in the UK. It is also a major provider of current accounts, credit cards, ISAs and personal loans. Nationwide has around 15 million customers.

Customers can manage their finances in branch, on the telephone, internet and post. The Society has around 15,000 employees. Nationwide's head office is in Swindon with administration centres based in Northampton, Bournemouth and Dunfermline. The Society also has a number of call centres across the UK.

Please note: If you are a customer looking for information on our products and services, please visit the main website.