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Name changes

Name Default alternative fund Fund Range Effective Date
Invesco Perpetual Childrens (-U & -U2 ) Invesco Perpetual UK Companies (-U & -U2) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 10 Jul 2017
Henderson Multi-Manager Absolute Return Various Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual Wealth Life Assurance Limited and Old Mutual International Guernsey Limited 04 Jul 2017
Exclamation
Please Note: the annual management charge is also changing for the following funds.
BlackRock Various Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual Wealth Life Assurance Limited and Old Mutual International Guernsey Limited 30 Jun 2017
CFIC CRUX UK FP CRUX UK Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 30 Jun 2017
Exclamation
Please Note: this fund will also change the Authorised Corporate Director (ACD).
FP Multi-Asset DRP (Various) (Various) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 02 Jun 2017
Exclamation
Please Note: this fund is also changing Authorised Corporate Director.
BNP Paribas Investment Partners Luxembourg S.A BNP Paribas Asset Management Luxembourg Old Mutual Wealth Life Assurance Limited 01 Jun 2017
Old Mutual Cirilium name change Various Old Mutual Wealth Limited, Old Mutual Life & Pensions Limited, Old Mutual Life Assurance Limited and Old Mutual Intrnational Guernsey Limited 01 Jun 2017
Exclamation
Pleast Note: these funds are also changing objective and Annual Management Charge.
Henderson Global Investors Limited Janus Henderson Investors Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual Wealth Life Assurance Limited, Old Mutual International Guernsey Limited and Professional Life Assurance Company Limited 30 May 2017
Fidelity Multi Asset Allocator Defensive (-U) Fidelity Multi Asset Allocator Defsv (-U) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 26 May 2017
Vanguard US Government Bond Index –U Vanguard US Government Bond Index GBP Hdg –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 25 May 2017
OMW Baring Eastern & OMW Baring Global Growth OMW Baring Eastern Trust & OMW Baring Global Growth Trust Old Mutual Wealth Life Assurance Limited 15 May 2017
Premier Global Utilities Income & Premier Global Utilities Income -U Premier Global Infrastructure Income, Premier Global Infrastructure Income -U Old Mutual Wealth Limited, Old Mutual Life & Pensions Limited and Old Mutual International Guernsey Limted 08 May 2017
Old Mutual BlackRock UK Special Situations (Various) (Various) Old Mutual Wealth Limited, Old Mutual Wealth Life Asssurance Limited and Old Mutual Wealth Life & Pensions Limited 08 May 2017
Exclamation
Please Note: these funds are also changing objective as well.
Cavendish Asset Management Athorised Corporate Director and Fund Name Changes Various Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 May 2017
Aberdeen Cash Aberdeen Sterling Money Market Fund Old Mutual Wealth Limited, Old Mutual Life & Pensions Limited and Old Mutual International Guernsey Limited 07 Apr 2017
Alliance Trust Various Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Apr 2017
Exclamation
Please Note: this event is now FCA approved.
River + Mercantile (Various) Old Mutual Wealth Limited, Old Mutual Life & Pensions Limited and Old Mutual International Guernsey Limited 21 Feb 2017
FP Russell Fund Name Changes Various Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions 15 Feb 2017
CFIC Oriel UK -U CFIC CRUX UK -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions 31 Jan 2017
Threadneedle Name and Objective changes Various Old Mutual Wealth's platform 28 Jan 2017
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