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Name Description Fund Range Effective Date
Rathbone Multi Asset Strategic Growth Portfolio Objective change Old Mutual Wealth's platform 08 Jul 2013
Current Investment Objective

To achieve long term capital growth and target a return equal to 5% above the UK Consumer Price Index (CPI) and a volatility rate equal to two-thirds that of global equities as measured by the MSCI World Equity Index.

New Investment Objective

To achieve long term capital growth and target a return equal to between 3% and 5% above the UK Consumer Price Index (CPI) and a volatility rate equal to two-thirds that of global equities as measured by the MSCI World Equity Index.

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