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Name Description Fund Range Effective Date
Investec Capital Accumulator Objective and name change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 15 Aug 2014
Current Investment Objective and Policy

To produce steady capital growth over the long term by investing primarily in a portfolio of equities and related derivatives.

The Fund will seek to achieve its objectives by holding investments which in the opinion of the ACD, in aggregate, and particularly over the long term, offer a level of risk lower than that of the FTSE All-Share Index. Such investments could include equities, equity derivatives and equity-linked notes. Deposits and other bond investments may also be held for risk management purposes.

New Investment Objective and Policy

Aims to produce steady capital growth over the long term by investing primarily in a portfolio of equities and related derivatives. While the Fund aims to achieve a positive return there is no guarantee it will be achieved over the long term, or over any period of time. There is no guarantee that all capital invested in the Fund will be returned.

The Fund will seek to achieve its objectives by holding investments which in the opinion of the ACD, in aggregate, and particularly over the long term, offer a level of risk lower than that of the FTSE All Share Index. Such investments could include equities, equity derivatives and equity linked notes. Deposits and other bond investments may also be held for risk management purposes.

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Please note: the fund will be changing name to Investec UK Total Return

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