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FP Russell Investment Policy change details

1. Fund details          
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Fund Partners Limited (Russell) Fund Partners Limited (Russell) Fund Partners Limited (Russell) Fund Partners Limited (Russell) Fund Partners Limited (Russell)
Fund Name FP Russell Defensive Assets FP Russell International Growth Assets FP Russell Multi Asset Income FP Russell Real Assets FP Russell UK Growth Assets
Type of change Policy change Policy change Policy change Policy change Policy change
Date change effective from 26 September 2016 26 September 2016 26 September 2016 26 September 2016 26 September 2016
Is the event subject to shareholder approval? No No No No No
2. Fund objectives          
Previous fund objective To aim to achieve long-term capital appreciation, by investing predominantly in global fixed income securities, money market instruments, cash and near cash and deposits.

Derivatives will be used for efficient portfolio management only.
To aim to achieve long-term capital appreciation, by investing predominantly in non-Sterling denominated equity securities and collective investment schemes.

Derivatives will be used for efficient portfolio management only.
Aims to provide income whilst maintaining the ability to achieve capital appreciation over the longer term, by investing predominantly in global equity securities, global fixed income securities and collective investment schemes which invest predominantly in global equity securities and fixed income securities.

Derivatives will be used for efficient portfolio management only.
To aim to achieve long-term capital appreciation, by investing predominantly in collective investment schemes and other investments that provide exposure to alternative asset classes such as global property, infrastructure, commodities (indirectly through exchange traded commodity index futures) and inflation linked securities.
Derivatives will be used for efficient portfolio management only.
To aim to achieve long-term capital appreciation, by investing predominantly in Sterling denominated equity securities and collective investment schemes.

Derivatives will be used for efficient portfolio management only.
New fund objective To aim to achieve long-term capital appreciation, by investing predominantly in global fixed income securities, money market instruments, cash and near cash and deposits.

Derivatives will be used for investment purposes.
To aim to achieve long-term capital appreciation, by investing predominantly in non-Sterling denominated equity securities and collective investment schemes.

Derivatives will be used for investment purposes.
Aims to provide income whilst maintaining the ability to achieve capital appreciation over the longer term, by investing predominantly in global equity securities, global fixed income securities and collective investment schemes which invest predominantly in global equity securities and fixed income securities.

Derivatives will be used for investment purposes.
To aim to achieve long-term capital appreciation, by investing predominantly in collective investment schemes and other investments that provide exposure to alternative asset classes such as global property, infrastructure, commodities (indirectly through exchange traded commodity index futures) and inflation linked securities.

Derivatives will be used for investment purposes.
To aim to achieve long-term capital appreciation, by investing predominantly in Sterling denominated equity securities and collective investment schemes.

Derivatives will be used for investment purposes.

 

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