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Name Description Fund Range Effective Date
Invesco Perpetual Distribution Objective change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 16 Dec 2013
Current Objective

To achieve a balance of income and capital growth through a portfolio of primarily UK equity and fixed interest securities.

New Objective

To achieve a combination of income and capital growth over the medium to long term by investing primarily in corporate and government debt securities globally (which may be unrated or sub-investment grade), and equities.

Financial Adviser Verification