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

To achieve an attractive total return over the medium to long term by investing primarily in capital instruments (including equity and equity linked securities and instruments) and other debt securities issued by banks and financial institutions, cash and cash equivalents.

New Objective

To achieve a combination of income and capital growth over the medium to long term by investing primarily in capital instruments issued by banks and financial institutions globally.

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