This site is for financial advisers only, Click here for the consumer site.

Share

Kames UK Equity Absolute Return Objective change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Kames Capital
Fund Name Kames UK Equity Absolute Return
Type of change Objective change
Date change effective from 1 October 2016
Is the event subject to shareholder approval? No
2. Fund objectives  
Previous fund objective To achieve a positive return over a 12 month period in all market conditions, by investing principally in a portfolio of equities and equity-related securities (including Contracts for Difference and other derivatives) of companies based in the UK, principally conducting business in the UK or listed on the UK stock market.
New fund objective To achieve a positive return over a 36 month period in all market conditions, by investing in companies based in the UK, principally conducting business in the UK or listed in the UK stock market (collectively referred to as “UK companies”).

 

Copy client correspondence

Financial Adviser Verification