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Name Description Fund Range Effective Date
Old Mutual Generation Target 4:4 Objective and name change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 01 Oct 2015
Previous fund objective:

To achieve an annual return of 4% above the UK rate of inflation over rolling 7 year periods through a combination of the returns on income and capital by gaining exposure to a diversified range of asset classes. Out of this return, the fund aims to provide a regular income of 4% per annum.

New fund objective:

To achieve an annual return of 4% above the UK rate of inflation over the medium term through a combination of the returns on income and capital by gaining exposure to a diversified range of asset classes.

Exclamation
Please note: this fund will be changing its annual management charge and its name will change to Old Mutual Generation Target 4.

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