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Name changes

Name Default alternative fund Fund Range Effective Date
Invesco Hong Kong & China (UK) various Invesco China Equity (UK) various Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 31 Oct 2019
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Please note: objectives have changed - see objective page
For information:Orange arrowview change details
River and Mercantile (Various) ES River and Mercantile (Various) Old Mutual Wealth Life & Pensions Limited & Old Mutual Wealth Life Assurance Limited 21 Oct 2019
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Please note: the Authorised Corporate Director (ACD) name for the River & Mercantile Asset Management funds will change to Equity Trustees Fund Services Ltd.
Neptune Investment Management Limited Liontrust Investment Management Limited Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Oct 2019
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Please note: There will be no dealing suspension. Please be advised that the Authorised Corporate Director (ACD) for Neptune Investment Management Funds will be changing from Neptune Investment Management Limited to Liontrust Investment Management Limited.
FP Crux European Special Situations (-U) & FP Crux UK -U TM Crux European Special Situations (–U) & TM Crux UK –U Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 28 Sep 2019
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Please note: the Authorised Corporate Director (ACD) for the FP Crux UCITS OEIC and FP Crux Funds ICVC will be changing from FundRock Partners Limited to Thesis Unit Trust Management Limited. There will be no dealing suspension.
For information:Orange arrowview change details.
Quilter Investors Global Best Ideas Quilter Investors Global Unconstrained Equity Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 27 Sep 2019
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Please note: in addition to the above, Quilter Investors Limited will also be changing the charging structure for the fund from an Annual Management Charge (AMC) / Total Expense Ratio (TER) to a single Fund Management Fee (FMF).
For information:Orange arrowview change details.
Schroder Mixed Distribution Schroder Monthly Income Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 02 Sep 2019
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Please note: Schroder also changed the investment objective on Wednesday 7 August 2019.
Threadneedle UK Corporate Bond Threadneedle Sterling Corporate Bond Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 31 Aug 2019
Aberdeen Standard Funds (x286) Please see list Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, and Old Mutual Wealth Life Assurance Limited 07 Aug 2019
For information: Orange arrowview change details
Neptune Russia and Greater Russia Neptune Russia Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 07 Aug 2019
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Please note: the fund is also changing it's objective.
For information:Orange arrowview change details
Artemis Global Energy TB Guinness Global Energy Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 31 Jul 2019
For information:Orange arrowview change details
Majedie UK Equity –U and Majedie UK Income –U LF Majedie UK Equity –U and LF Majedie UK Income –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Jul 2019
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Please note: Please be advised that the Authorised Corporate Director (ACD) for the Majedie Asset Management Investment Fund Company and the sub-funds will be changing from Majedie Asset Management Limited to Link Fund Solutions Limited. In addition to the above, the Head Office address for the funds will change as follows: Link Fund Solutions Limited, 6th Floor, 65 Gresham Street, London, EC2V 7NQ.
For information:Orange arrowview change details.
Threadneedle Ethical UK Equity -U Threadneedle UK Sustainable Equity -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions 01 Jul 2019
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Please note: the fund is also changing objective.
For information:Orange arrowview change details.
Quilter Investors (Equity Various) Newton Quilter Investors (Equity Various) BNY Mellon Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 10 Jun 2019
For information:Orange arrowview change details.
Newton and Insight (Various Funds) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, and Old Mutual Wealth Life Assurance Limited 10 Jun 2019
For information:Orange arrowview change details
BGF New Energy –U BGF Sustainable Energy –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 28 May 2019
For information:Orange arrowview change details.
Baillie Gifford Greater China Baillie Gifford China Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 02 May 2019
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Please note: the fund is also changing it's Objective.
For information:Orange arrowview change details.
City Financial Wealth Garraway Wealth Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 25 Mar 2019
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Please note: The new Investment Manager is Garraway Capital Management LLP (Previously City Financial).
City Financial (various) VT Garraway (various) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 25 Mar 2019
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Please note: The Authorised Corporate Director (ACD) is also changing from City Financial Investment Company Limited to VT Garraway (ex City Financial). The head office address for the funds has changed as follows: Valu-Trac Investment Management Limited Level 13 Broadgate Tower 20 Primrose Street London EC2A 2EW.
For information:Orange arrowview change details
Jupiter Monthly Income Jupiter Monthly Alternative Income Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited & Old Mutual International Guernsey Limited 19 Mar 2019
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Please note: the fund is also changing the investment objective & policy and the IA sector. The ‘TW Sector’ and ‘Fund Type for Illustrations’ will not change
For information:Orange arrowview change details.
The TM Overstone UCITS Equity Income Fund -U Overstone Global Equity Income -U Old Mutual Wealth Limited Old and Mutual Wealth Life & Pensions Limited 11 Mar 2019
For information:Orange arrowview change details
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