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Name Description Fund Range Effective Date
Schroder European Alpha Income Objective change Old Mutual Wealth's platform 02 Jan 2015
Current Investment Objective

To aim to provide high income with some long-term capital growth by investing predominantly in companies incorporated in a member state of the EEA or Switzerland or in companies which derive a predominant proportion of their revenues or profits from these countries or which are predominantly operating them.

New Investment Objective

To provide high income with some long-term capital growth through investment in equity and equity related securities of European companies. At least 80% of the fund will be invested in a concentrated portfolio (typically between 30 and 50 holdings) of large or mid-sized companies listed, incorporated or headquartered in European countries or companies that derive a predominant proportion of their revenues from their European business. 

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