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Name changes

Name Default alternative fund Fund Range Effective Date
Hermes (various) Federated Hermes (various) Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 26 Jun 2020
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Miton Asset Management Limited Premier Fund Managers Limited Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 24 Apr 2020
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Please note: this is an Investment Manager Name Change not a fund name change
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Man GLG UK Income (various) Man GLG Income (various) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 31 Mar 2020
VT Gravis Feeder -U VT Gravis UK Listed Property (Feeder) -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 30 Mar 2020
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BMO Pacific Equity various BMO Asia Pacific Equity various Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 06 Mar 2020
Invesco Global Opportunities (UK) various Invesco Global Focus (UK) various Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 28 Feb 2020
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LF Woodford Income Focus LF ASI Income Focus Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 23 Jan 2020
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Please note: this is part of an obejctive change. All funds will remain suspended until further notice. In addition to the above the Fund Management Fee (FMF) has been temporarily decreased with effect from Friday 20 December 2019.
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GAM Star Technology -U GAM Star Disruptive Growth -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 20 Jan 2020
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Kestrel Global Portfolio Merian Global Dynamic Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 09 Dec 2019
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Please note: There will be no dealing suspension.
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M&G Global Recovery M&G Global Strategic Value Old Mutual Wealth Limited, and Old Mutual Wealth Life & Pensions Limited 06 Dec 2019
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OMW European Investment Trust Plc OMW Baille Gifford European Growth plc Old Mutual Wealth Life Assurance Limited 02 Dec 2019
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OMW Alfred Berg (various) OMW CF (various) Old Mutual Wealth Life Assurance Limited 02 Dec 2019
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Please note: this is part of an ACD change and closed to new business
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TM Sanditon (various) TM Crux (various) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Dec 2019
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TM Sanditon European Select -U TM European Select -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Dec 2019
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Please note: TM Sanditon European Select -U is closed to all purchases as of Wednesday 6 November 2019.
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Acumen Portfolio - (Various Funds) See below Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 11 Nov 2019
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Castlefield BEST UK Opportunities -U Castlefield BEST Sustainable UK Opportunities -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Nov 2019
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Please note: separate objective page for objective changes
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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
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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.
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