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Name changes

Name Default alternative fund Fund Range Effective Date
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
OMW F&C Global Smaller Companies Investment Trust OMW BMO Global Smaller Companies Investment Trust Old Mutual Wealth Life Assurance Limited 12 Nov 2018
For information:Orange arrowview change details.
F&C Fund Management Ltd BMO Global Asset Management Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 12 Nov 2018
For information:Orange arrowview change details
Baillie Gifford Active Gilt Plus Baillie Gifford Active Gilt Investment Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 01 Nov 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 Global Macro Balanced JPM Global Macro Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 31 Oct 2018
For information:Orange arrowView change details
HSBC Open Global Distribution HSBC World Selection Dividend Distribution Portfolio Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 29 Oct 2018
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Please note: the investment policy of the funds is also changing.
For information:Orange arrowview change details.
Investec American/Investec Asia ex Japan Investec American Franchise/Investec Asia Pacific Franchise Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 05 Oct 2018
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Please note: policyholders will be post notified. There are no changes to the IMA sector, TW sector or Fund Type for Illustrations.
For information:Orange arrowview change details
PIMCO Unconstrained Bond PIMCO Dynamic Bond (GBP Hdg) -WS Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Oct 2018
For information:Orange arrowview change details
Treasury Capital Fund Solutions Equity Trustees Fund Services Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Oct 2018
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Please note: fund names will not be changing.
For information:Orange arrowview change details.
Old Mutual (various) Merian (various) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited, and Old Mutual Wealth Life Assurance Limited 28 Sep 2018
For information: Orange arrowview change details

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