This site is for financial advisers only, Click here for the consumer site.

Share

Objective & Policy Changes

Name Description Fund Range Effective Date
Sarasin (Various) Objective Changes Old Mutual Wealth Limited, Old Mutual Life & Pensions Limited, Old Mutual Life Assurance Limited and Old Mutual International Limited 28 Apr 2017
Investec UK Alpha Objective Change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions and Old Mutual International Guernsey Limited 07 Apr 2017
Fidelity Multi Asset Open funds (Various) Objective Change Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions and Old Mutual International Guernsey Limited 14 Mar 2017
Schroder Monthly High Income Name & Objective Change Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions and Old Mutual International Guernsey 17 Feb 2017

Current Objective
To achieve a high level of income from a diversified portfolio of debt securities. The full spectrum of available securities, including unrated issues and those of non-investment grade, will be utilised.

New Objective
To provide income by investing in fixed and floating rate securities worldwide. The Fund also aims to provide capital growth.

Exclamation
Please Note: this fund will also be changing it's name to Schroder High Yield Opportunities
Fidelity (Various) Objective Change Old Mutual Wealth Limited, Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Life & Pensions, Professional Life Assurance Company Limited and Old Mutual International Guernsey Limited 15 Feb 2017
Allianz UK Growth Objective change Old Mutual International Guernsey Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions 13 Jan 2017
Current Objective

The Fund aims to achieve capital growth by investing in all economic sectors of the United Kingdom though it may invest internationally.

New Objective

The Fund aims to achieve capital growth, by investing in all economic sectors of the United Kingdom though it may invest internationally. The ACD will not follow any particular style bias and it will seek to take advantage of opportunities across the UK and other international markets to achieve capital growth. The Authorised Corporate Director (ACD) will predominantly invest into stocks.

There will be no change to the IMA sector, TW sector or Fund Type for Illustrations.

Exclamation
Please note: this fund will also be changing name to Allianz UK Opportunities.
First Page of Results Previous Page Next Page Last Page of Results

Financial Adviser Verification