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Name changes

Name Default alternative fund Fund Range Effective Date
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
Premier Diversified Premier Diversified Growth Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 01 Mar 2019
For information:Orange arrowview change details.
Invesco Global Distribution (UK) Invesco Global Income (UK) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Mar 2019
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Please note: There will be no changes to the IA sector or TW sector. The Fund Type for Illustrations will change from ‘Low Mixed’ to ‘High Mixed’.
For information:Orange arrowview change details
VT Tcam Absolute Return Portfolio -U & VT Tcam Income Portfolio -U 7IM Absolute Return Portfolio -U & 7IM Income Portfolio –U Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 22 Feb 2019
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Please note: The funds are also changing the Authorised Corporate Director (ACD) and Investment Policy. The funds will cease dealing with the current ACD, Valu-Trac Investment Management Limited from 12 Noon (10:35am AVP) on Thursday 21 February 2019, and dealing will resume with the new ACD, Seven Investment Management LLP on Monday 25 February 2019. The Investment Policy change is subject to shareholder approval.
For information:Orange arrowview change details.
AXA Framlington Financial AXA Framlington FinTech Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited & Old Mutual Wealth Life Assurance Limited 12 Feb 2019
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Please note: the fund is also changing it's objective and investment policy.
For information:Orange arrowview change details.
LF Prudential Dynamic Focused Portfolio (Various) LF Prudential Risk Managed Passive (Various) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 21 Jan 2019
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Please note: the fund is also changing it's Objective and Annual Management Charge.
For information:Orange arrowview change details.
LF Prudential Dynamic (Various) LF Prudential Risk Managed Active (Various) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 21 Jan 2019
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Please note: the fund is also changing it's Objective and Annual Management Charge.
For information:Orange arrowview change details.
The Boston Company US Opportunities (-U) BNY Mellon US Opportunities (-U) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 03 Jan 2019
For information:Orange arrowview change details.
Aviva Investors UK Growth (-U) Aviva Investors UK Listed Small and Mid-Cap (-U) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 02 Jan 2019
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Please note: the fund is also changing its objective.
For information:Orange arrowview change details.
Aviva Investors UK Equity & Aviva Investors UK Opportunities Aviva Investors UK Listed Equity Unconstrained & Aviva Investors UK Listed Equity High Alpha Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 02 Jan 2019
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Please note: the fund is also changing its objective.
For information:Orange arrowview change details.
Coram Asset Management Limited (various funds) MitonOptimal UK Limited (various funds) Old Mutual Wealth Limited, and Old Mutual Wealth Life & Pensions Limited 31 Dec 2018
For information:Orange arrowview change details
Legg Mason IF Martin Currie European Equity Income Legg Mason IF Martin Currie European Unconstrained Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 17 Dec 2018
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Please note: there will be no change to the IA sector, TW sector or Fund Type for Illustrations.
For information:Orange arrowview change details
JPM US Smaller Companies (-U) JPM US Small Cap Growth (-U) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 10 Dec 2018
Exclamation
Please note: the investment objective and policy of the funds is also changing.
For information:Orange arrowview change details
Livingbridge VC LLP LF Gresham House UK Micro Cap -U and LF Gresham House UK Multi Cap Income -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Dec 2018
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Please note: there will be no other changes to the funds.
For information:Orange arrowview change details

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