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Name Description Fund Range Effective Date
IM CAERUS Portfolio DRP 3 Objective and policy change Old Mutual Wealth's platform 14 Dec 2012
Current Objective

To deliver long term capital growth from investing in a portfolio of diversified assets (multi asset) whilst ensuring that the overall volatility of the portfolio remains within its set volatility band. The fund will seek to achieve its growth objective through investment in primarily passively managed collective investment schemes.

New Objective

Aims to deliver long term capital growth from a broadly motivated approach to investing whilst ensuring that the overall volatility of the portfolio remains within its set volatility band. The Fund will seek to achieve its objective through investment predominantly in a single derivative contract.

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