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

Name Description Fund Range Effective Date
PFS Darwin Multi Asset and PFS Darwin Multi Asset –U Objective change Old Mutual Wealth's platform 30 Sep 2015
Current Investment Objective

The objective of the fund is to preserve and grow capital.

The overall objective shall be pursued through diversified investment, both in the United Kingdom and overseas.

New Investment Objective

The objective of the Fund is to provide an increasing level of income, over a three to five year rolling period, with the potential for capital growth.

The Investment Adviser aims to achieve the objective through active management of a portfolio of UK and international assets.

Please note: these funds will also be changing name to PFS Miton Cautious Monthly Income and PFS Miton Cautious Monthly Income –U. The Investment Advisor for the PFS Darwin Multi Asset fund will be changing from Darwin Investment Managers Limited to Miton Group Plc.

Financial Adviser Verification