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Name Description Fund Range Effective Date
AMR Distribution Portfolio Objective and name change Old Mutual Wealth Life Assurance Limited 19 Oct 2015
Current Objective

The aim of this portfolio is to provide long term returns from a combination of income yield and capital appreciation through a relatively low risk investment strategy. The Portfolio aims to provide an annual income distribution substantially in excess of the FTA All Share dividend yield whilst aiming to provide an element of capital growth. 

New Objective

To provide income with prospects for capital growth over the long term (5 to 7 years). The fund will invest through a diversified spread of asset classes, principally UK and overseas equities, collective investment schemes, fixed interest, property, deposits, cash and near cash.

The aim of this portfolio is to provide long term returns from a combination of income yield and capital appreciation through a relatively low risk investment strategy. The Portfolio aims to provide an annual income distribution substantially in excess of the FTA All Share dividend yield whilst aiming to provide an element of capital growth.

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