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Name Description Fund Range Effective Date
Franklin UK Blue Chip Objective and investment policy change Old Mutual Wealth's platform 30 Jan 2015
Current Investment Objective and Policy

The Fund aims to achieve a total return (i.e. a combination of capital growth and income) exceeding that of the FTSE All-Share Index, over the medium to long term (meaning 3-5 years). The Fund will primarily invest in the equity securities of leading UK companies which are listed in the FTSE 100 Index or that are considered by the ACD to be ‘Blue Chip’.

New Investment Objective and Policy

The Fund aims to provide a growing level of income, together with capital growth to achieve a total return exceeding that of the FTSE All-Share Index, over the medium to long term. The Fund will invest primarily in the equity securities of UK companies that have paid consistently rising dividends.

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Please note: this fund will be changing name to Franklin UK Rising Dividends

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