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Old Mutual Fidelity MoneyBuilder Income Objective change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual Wealth Life Assurance Limited
Professional Life Assurance Company Limited
Fund Group Old Mutual Investment Management Limited
Fund Name Old Mutual Fidelity MoneyBuilder Income
Type of change Objective change
Date change effective from 22 February 2016
Is the event subject to shareholder approval? Yes
2. Fund objectives  
Previous fund objective To achieve income from a portfolio primarily invested in sterling-denominated (or hedged back to sterling) fixed interest securities.
New fund objective To achieve income. The fund will obtain exposure primarily to sterling-denominated (or hedged back to sterling) fixed interest securities. The fund may invest directly in fixed interest securities or may achieve exposure indirectly through the use of derivatives.


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