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Name Description Fund Range Effective Date
M&G American fund Investment objective change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 28 Apr 2015
Current Investment Objective

The Fund’s objective is long term capital growth through investment wholly or mainly in securities of North American (including Canadian) issuers. When not wholly invested as above, it may only invest in companies which are listed, registered or trading within North America.

New Investment Objective

The Fund aims to maximise total return (the combination of capital growth and income) whilst aiming to grow distributions over the long term. The Fund will invest mainly in North American equities and may invest across all sectors and market capitalisations. The Fund may also invest in transferable securities issued by companies which are listed, registered or trading within North America and in collective investment schemes. 

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