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Name Description Fund Range Effective Date
Old Mutual UK Opportunities fund Objective change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 04 Dec 2013
Old Objective

The fund aims to deliver capital growth. The fund will obtain exposure (either directly or indirectly) principally to UK equities and convertible bonds.

New Objective

The fund aims to deliver an absolute return over rolling 3 year periods. Notwithstanding that the fund is expressed to be an “absolute return” fund, any capital invested is, in fact, at risk. The fund aims to deliver a positive absolute return over rolling three year periods, but there is no guarantee that such return will be generated over that specific time period or within another time period. The fund will obtain exposure (either directly or indirectly) principally to UK equities and convertible bonds.

Exclamation
Please note: in addition, the sectors for the Old Mutual UK Opportunities fund have also changed with effect from Wednesday 4 December 2013.

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