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Other fund events

Name Description Fund Range Effective Date
M&G UK Select Fund Manager Change Fund Manager Change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited & Old Mutual Wealth Life Assurance Limited 01 Jan 2017
Premier Portfolio Managers Limited Authorised Corporate Director (ACD) change Old Mutual Wealth's platform 13 Jun 2016
Current ACD

Premier Portfolio Managers Limited

New ACD

Castlefield Fund Partners Limited

Evenlode Income -U IMA sector change Old Mutual Wealth's platform 01 Jun 2016
Current IMA sector

UK Equity Income

New IMA sector

UK All Companies

Rathbone Income and Rathbone Income -U IMA sector change Old Mutual Wealth's platform 13 May 2016
Previous IMA sector

UK Equity Income

New TW Sector

UK All Companies

Nedgroup Investments (IOM) Limited  Dealing Cycle Changes Old Mutual Wealth's platform 28 Apr 2016
Man GLG UK Income Man GLG UK Income -U IMA sector change Old Mutual Wealth's platform 20 Apr 2016
Current IMA sector

UK All Companies

New IMA sector

UK Equity Income

CF Odey Opus CF Odey Opus -U IMA sector change Old Mutual Wealth's platform 31 Mar 2016
Current IMA sector

Global Specialist

New IMA sector

Flexible Investment

Schroder Global Equity Income, Schroder Global Equity Income -U and Schroder Global Equity Income -U2 IMA sector change Old Mutual Wealth's platform 15 Mar 2016
Current IMA sector

Global Equity Income

New IMA sector

Global

First State Greater China Growth Re-opening Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 04 Mar 2016
First State Greater China Growth –U Re-opening Old Mutual Wealth's platform 04 Mar 2016
UBS - Fund Group Name Change Fund Group Name Change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 30 Oct 2015
Exclamation
Please note: there will be no change to the individual fund names.
Baring Multi Asset IMA sector change Old Mutual Wealth's platform 23 Oct 2015
Baring Multi Asset –U Sector change Old Mutual Wealth's platform 23 Oct 2015
Current IMA sector

Mixed Investment 20-60% Shares

New IMA sector

Targeted Absolute Return

Old Mutual Global Investors Series ICAV  Fund manager launch Old Mutual Wealth's Platform 25 Sep 2015
T. Bailey Fund Managers Limited Authorised Corporate Director (ACD) change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 30 Jun 2015
Current ACD

T. Bailey Fund Managers Limited

New ACD

T. Bailey Fund Services Limited

ACPI Investment Managers (Ireland) Ltd Fund manager name change Old Mutual Wealth's platform 26 Jun 2015
Existing Fund Manager Name

ACPI Investment Managers (Ireland) Ltd

New Fund Manager Name

Shard Capital Partners LLP

Aberdeen Multi Manager Limited Authorised Corporate Director (ACD) change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 04 May 2015
Existing ACD

Aberdeen Asset Fund Management Limited

New ACD

Aberdeen Fund Managers Limited

Aberdeen Asset Fund Management Limited Authorised Corporate Director (ACD) change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 04 May 2015
Existing ACD

Aberdeen Asset Fund Management Limited

New ACD

Aberdeen Fund Managers Limited

Fidelity UK Smaller Companies Reopening Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 01 May 2015
CF Miton Defensive Multi Asset -U IMA Sector Change Old Mutual Wealth's platform 01 Apr 2015
Current IMA Sector

Flexible Investment

New IMA sector

Mixed Investment 0-35%

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