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Fund mergers

Name Merging into Fund Range Effective Date
Allianz UK Unconstrained & Allianz UK Unconstrained -U Allianz UK Opportunities -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 18 Apr 2017
OMW Prof Fidelity Select Managed OMW Prof Fidelity Open World Professional Life Assurance Company Limited 12 Apr 2017
Fidelity MoneyBuilder Global Fidelity Open World –U Old Mutual Wealth Limited, Old Mutual Life & Pensions and Old Mutual International Guernsey Limited 10 Apr 2017
Alliance Trust Monthly Income Bond -U Alliance Trust Monthly Income Bond (Gross) -U Old Mutual Wealth Limited and Old Mutual Life & Pensions Limited 07 Mar 2017
HSBC Open Global Return and HSBC Open Global Return -U HSBC World Selection Balanced Portfolio and HSBC World Selection Balanced Portfolio -U Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited & Old Mutual Wealth Life Assurance Limited 06 Feb 2017
Exclamation
Please note: the discontinuing fund(s) will cease dealing from 12 Noon (10:35 AVP) on Thursday 2 February 2017. The continuing fund(s) will not be suspended during the merger.
UBS Multi-Asset Income (Net) UBS Multi-Asset Income (Gross) Old Mutual Wealth Limited and Old Mutual Life & Pensions 01 Feb 2017
Fidelity MoneyBuilder Income Reduced Duration -U Fidelity MoneyBuilder Income -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 23 Jan 2017
Exclamation
Please note: shareholder approval has now been received.
TM Cartesian UK Opportunities -U TM Sanditon UK -U Old Mutual Wealth's platform 09 Jan 2017
Exclamation
Please note: this merger is subject to shareholder approval.
Threadneedle UK Short Dated Corporate Bond Threadneedle Sterling Short Dated Corporate Bond Old Mutual Wealth's platform 12 Dec 2016
Exclamation
Please note: this merger has received shareholder approval.
Threadneedle UK Short Dated Corporate Bond -U Threadneedle Sterling Short Dated Corporate Bond -U Old Mutual Wealth's platform 12 Dec 2016
Exclamation
Please note: this merger has received shareholder approval.
OMW Prof Fidelity Cash OMW Prof Fidelity Cash (OEIC) Professional Life Assurance Company Limited 24 Oct 2016
Exclamation
Please note: this merger has now been approved. Also, the discontinuing fund will be closed to new business, switches in and top ups at 12 Noon on Tuesday 18 October 2016.
TB Wise Strategic TB Elite Strategic Old Mutual Wealth's platform 03 Oct 2016
Exclamation
Please note: this merger has received shareholder approval.
TB Wise Strategic -U TB Elite Strategic -U Old Mutual Wealth's platform 03 Oct 2016
Exclamation
Please note: this merger has received shareholder approval.
Investec Strategic Bond Investec Diversified Income (B share class) Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 03 Oct 2016
Exclamation
Please note: this merger has now been approved.
Investec Strategic Bond -U Investec Diversified Income –U (K share class) Old Mutual Wealth's platform 03 Oct 2016
Exclamation
Please note: this merger has now been approved.
Aberdeen Global mergers Various Old Mutual Wealth's platform 26 Sep 2016
Aberdeen Global Select High Yield Bond Aberdeen Global Select Euro High Yield Bond Old Mutual Wealth's platform 26 Sep 2016
Old Mutual Cirilium Strategic Income & Old Mutual Cirilium Strategic Income -U Old Mutual Generation Target 3 & Old Mutual Generation Target 3 -U Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 26 Sep 2016
Exclamation
Please note: this merger has now been approved.
Aviva Investors Property Trust various Old Mutual Wealth's platform, Old Mutual Wealth Life Assurance Limited and Professional Life Assurance Company Limited 18 Jul 2016
FP Argonaut mergers Various Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 11 Jul 2016
Exclamation
Please note: this merger is subject to shareholder approval.
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