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Name Description Fund Range Effective Date
JPM Multi Asset Macro and JPM Multi Asset Macro –U Investment objective and name change Old Mutual Wealth's platform 01 Feb 2016
Current Investment Objective 

To provide positive investment returns over rolling 12 month periods in any market conditions. There is no guarantee that positive investment returns will be achieved over this period or any time period and your capital is in fact at risk.

The Investment Adviser manages the fund with a high level of discretion to try to achieve this aim. The Investment Adviser will seek to exploit market inefficiencies through active asset allocation to various asset classes and security selection within them.

New Investment Objective

To provide positive investment returns over a rolling 3 year period in all market conditions by investing in securities globally, using financial derivative instruments where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur.

The Investment Adviser uses an investment process based on macroeconomic research to identify global investment themes and opportunities. The Investment Adviser uses a flexible asset allocation approach using a broad range of asset classes, instruments and techniques.

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Please note: these funds will also be changing name to JPM Global Macro Opportunities and JPM Global Macro Opportunities -U

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