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Old Mutual Ethical AMC change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual International Guernsey Limited     
Fund Group Old Mutual Investment Management Limited
Fund Name Old Mutual Ethical
Type of change AMC Change
Date effective from 1 December 2015
Is the event subject to shareholder approval? No
2. Change to charging structure  
Bundled Fund  
Previous AMC 1.25
New AMC 1.50
Previous Reimbursed Amount (Charge Basis 2) 0.50
New Reimbursed Amount (Charge Basis 2) 0.50
Previous Reimbursed Rebate Rate (Charge Basis 3) 0.69
New Reimbursed Rebate Rate (Charge Basis 3) 0.83

 

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