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Fund news

We want to keep you up-to-date with changes to our extensive fund ranges. Below you can see the most recent additions and amendments to our fund ranges. For more detail, select one of the links to the left or search our archive.

Suspensions Suspensions
Name changes Name changes
Mergers
  • Castlefield B.E.S.T. (various) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited Effective Date: 02 Jul 2019
  • Merian UK Equity Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited Effective Date: 01 Jul 2019
  • Fidelity MoneyBuilder Growth Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited Effective Date: 24 Jun 2019
  • 7IM Dynamic Planner Portfolio Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited Effective Date: 17 Jun 2019
  • Old Mutual Compass Funds Old Mutual Wealth Life Assurance Limited Effective Date: 10 Jun 2019
Mergers
Objective and Policy Changes
  • Threadneedle Ethical UK Equity -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited Effective Date: 01 Jul 2019
  • Quilter Investors Equity 2 Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited Effective Date: 18 Jun 2019
  • M&G Episode Macro Old Mutual Wealth Limited, and Old Mutual Wealth Life & Pensions Limited Effective Date: 14 Jun 2019
Objective and policy changes
Charges and commission Charges and comission

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