Your Investment
Healthy Investments With profits FundHealthy Investment's Tax Exempt and Standard Savings Plans, Investment Bonds and ISAs invest in the Healthy Investment With profits Fund.
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Asset AllocationKey to the success of maximising investment returns for members is the mix of assets that we hold.
As at the 31 December 2011 the total fund was held in:
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Fund ManagersTo help ensure members receive the very best possible return we use professional fund managers to actively manage the stocks and shares and fixed interest elements of the fund.
Williams De Broe are our appointed fund managers.
Through their global expertise and strength they have an active approach to both equity and fixed interest trading, in order to identity every opportunity for maximising returns.
You can find our more about Williams De Broe and their approach to investment management here |
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BonusesWith profits investments grow through the regular bonuses that are added to your investment.
Members may also receive a final terminal bonus to further increase the amount they receive on maturity, death or withdrawal.
Whilst past performance is not a guarantee or guide to future performance we publish our past bonus rates on the website.
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Once a regular or reversionary bonus has been added to an investment it can never be taken away providing all future contributions to the plan are maintained. 
Principles and Practices of Financial Management