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Name Description Fund Range Effective Date
Aviva Investors UK Absolute Return Objective change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 11 Feb 2014
Current Objective

To deliver a positive absolute return regardless of the prevailing stockmarket environment, by taking both long and synthetic short positions. The fund will primarily invest in equities and equity related securities of companies incorporated, listed or which derive a significant proportion of their revenue from within the UK.

New Objective

To deliver a positive absolute return on a rolling 12 month basis, regardless of the prevailing stock market environment, by taking both long and synthetic short positions. This aim, however, is not guaranteed and it may not always be possible to achieve positive absolute returns over a rolling 12 month period, or over any period of investment. Consequently, investors’ capital could be at risk. The fund will primarily invest in equities and equity related securities of companies incorporated, listed or which derive a significant proportion of their revenue from within the UK.

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