This site is for financial advisers only, Click here for the consumer site.

Name Description Fund Range Effective Date
CF Prudential Funds Objective and Investment Policy change Old Mutual Wealth's platform 09 Sep 2015
Current Investment Objective & Policy

To deliver long term total return (the combination of income and growth of capital) with a bias towards income.

The Sub-fund aims to achieve its objective through asset allocation unconstrained by any benchmark. The Sub-fund may invest globally either directly or via other collective investment schemes in assets including transferable securities, debt instruments, money market instruments, cash, near cash, deposits, derivatives, and indirectly in property. Derivative instruments may be used for both investment purposes and efficient portfolio management. The Sub-fund will invest no more than 35% of the portfolio in equities

New Investment Objective & Policy

To achieve a long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. No more than 30% of the Sub-fund will be invested in schemes whose predominant exposure is to equities.

The Sub-fund invests in other funds which use active and passive management approaches in order to provide well-diversified, indirect exposure to global fixed income and variable rate assets, cash, near cash, equities and/or immovable property. Typically, the Sub-fund will have a higher exposure to lower risk assets such as fixed income assets, cash and near cash. The Sub-fund will concentrate on delivering returns from the Portfolio Manager’s asset allocation decisions and the selection of a focused range of funds and fund management groups (which may include other funds managed by the Portfolio Manager).

The Sub-fund may also invest directly in other assets such as transferable securities, cash and near cash, deposits, warrants and money market instruments. Derivative instruments may be used for efficient portfolio management only.

Financial Adviser Verification