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Aberdeen Multi-Asset Name & Objective Change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Aberdeen Fund Managers Limited
Fund Name Aberdeen Multi Asset Conservative Portfolio
Type of change Name Change
Date change effective from 1 November 2016
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name Aberdeen Multi Asset Conservative Portfolio
New fund name Aberdeen Diversified-Core Conservative

  

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Aberdeen Fund Managers Limited
Fund Name Aberdeen Multi Asset Growth 1 Portfolio
Type of change Name & objective change
Date change effective from 1 November 2016
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name Aberdeen Multi Asset Growth 1 Portfolio
New fund name Aberdeen Diversified-Core Cautious
3. Fund objectives  
Previous fund objective To achieve long term total return through a portfolio typically consisting of a higher exposure to lower risk assets, such as fixed interest securities. The majority of the Portfolio will be exposed to bonds, with the remainder exposed to equities, property and cash. The Portfolio will be exposed to these asset classes indirectly through investment in collective investment schemes, including but not limited to collective investment schemes managed by the Investment Manager and/or its associated group companies, and investment in ETFs, and directly through investment in the asset classes themselves. 
New fund objective To achieve a long term combination of capital growth and income, targeting a return of cash (1 month LIBOR) + 3% per annum (before fees) over a rolling five year period. There is no guarantee that the Portfolio will achieve a positive return over any time period and any capital invested is at risk. The majority of the Portfolio will be exposed to global bonds, global equities, money market instruments, cash, cash equivalents and/or deposits with the remainder exposed to property, commodities and infrastructure.


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