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Name Description Fund Range Effective Date
Fulcrum Alternative Beta Plus Daily Fund Objective change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 27 Jan 2012
Old objective

To achieve a performance which exceeds the average performance of the hedge fund asset class, on a risk-adjusted basis, with a low long term correlation with traditional asset classes, such as equities and bonds.

New objective

To deliver returns from diversified liquid risk premia (alternative beta) and trading strategies (alpha) which have a low correlation to the traditional asset classes of equities, bonds and commodities.

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