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JPM Cautious Managed name changes

View the fund event details.

 

Old Mutual Wealth's platform

Current fund name

New fund name

JPM Cautious Managed

JPM Global Macro Balanced

JPM Cautious Managed –U

JPM Global Macro Balanced –U

 

Old Mutual Wealth Life Assurance Limited

Current fund name

New fund name

OMW JPM Cautious Managed

OMW JPM Global Macro Balanced

 

Please note: The investment objective for these funds will also be changing. 

 

Current 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 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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