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JPM Cautious Managed name change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual International Guernsey Limited
Old Mutual Wealth Life Assurance Limited
Fund Group JPMorgan Funds Ltd
Fund Name JPM Cautious Managed
Type of change Name & objective change
Date change effective from 24 September 2016
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name JPM Cautious Managed
New fund name JPM Global Macro Balanced
3. Fund objectives  
Previous fund objective To provide income and long term capital growth by investing in a global portfolio of assets. The fund will primarily invest in Debt Securities (which may include Below-Investment Grade Bonds and Unrated Securities), Convertible Bonds, Equity securities (which may include smaller companies) and short term securities.
New fund objective To achieve capital growth in excess of its benchmark by investing in a global portfolio of assets. The fund will primarily invest in Debt Securities (which may include Below-Investment Grade Bonds and Unrated Securities), Convertible Bonds, Equity securities (which may include smaller companies) and short term securities.

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