Share

Objective and policy changes
(1 June to 31 December 2010)

Name Description Fund Range Effective Date
Baillie Gifford Gilt Objective change Old Mutual Wealth's platform 10 Dec 2010
Old objective

To achieve a total return, before charges and expenses payable out of the fund, in excess of the total return on the FTSE Actuaries All Stock Gilt Index, or any successor or substitute index, by investing primarily in a portfolio of UK Government Bonds.

New objective

To achieve a total return, before charges and expenses payable out of the fund, in excess of the total return on the FTSE Actuaries All Stock Gilt Index, or any successor or substitute index, by 1.5% per annum over rolling three year periods.

Exclamation
Please note: this fund changes to name Baillie Gifford Active Gilt Plus on 10/12/2010
Threadneedle Strategic Bond Policy change Life and Pensions and Old Mutual Wealth's platform 01 Dec 2010
Policy change

to allow the fund to use derivatives for investment purposes. The investment objectives will not be changing.

SVM UK Alpha Objective change Life and Pensions and Old Mutual Wealth's platform 01 Dec 2010
Old objective:

To achieve above average capital growth over the medium to long term (although short-term investment opportunities will also be considered) and it aims to outperform the FTSE All Share Index. The Fund will invest principally in securities of UK companies listed on the London Stock Exchange.

New objective:

To achieve above average capital growth over the medium to long term (although short-term investment opportunities will also be considered) and it aims to outperform its peers in the IMA Global Growth Sector. The Fund will invest in a portfolio of Global equities and other equity related instruments such as Exchange Traded Funds.

Exclamation
Please note: this fund also changes name to SVM World Equity on 1/12/2010
Premier Smaller Companies Objective change Old Mutual Wealth's platform 01 Nov 2010
Old objective

To achieve long term capital growth. The Fund's investment policy is to invest mainly in smaller companies in the UK.

New objective

To benefit from long term capital growth. The Fund will invest in (either directly or indirectly) and/or be exposed to corporates and other organisations whose activities address the issues of declining energy and water resources, and those that operate to enhance and improve the use of such resources.

As part of the change outlined above, Premier is also proposing that the Fund's investment powers be amended to permit investment in derivatives and forward transactions for investment purposes to achieve the Fund's investment objective.

Exclamation
Please note: this fund changes to name to Premier Environmental Power and Water on 01/11/2010
Martin Currie UK Equity Income Objective change Life and Pensions and Old Mutual Wealth's platform 29 Oct 2010
Old objective

To provide an income level above that of the UK stock market (as measured by the FTSE All-Share index) and capital growth over the longer term by investment primarily in UK equities.

New objective

To provide an income return with some potential for capital appreciation. The portfolio will seek to provide an income in excess of the prospective dividend yield of the MSCI World Index.

Exclamation
Please note this fund changes to name to Martin Currie Global Equity Income on 29/10/2010
Standard Life UK Smaller Companies Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life UK Gilt Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life UK Equity High Income Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life Managed Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life UK Equity Growth Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life Select Income Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life Corporate Bond Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life UK Opportunities Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life Japanese Equity Growth Policy change Standard Life Japanese Equity Growth 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life Higher Income Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life UK Ethical Trust Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life European Equity Growth Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life Asian Pacific Growth Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life UK Equity High Alpha Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

Standard Life AAA Income Policy change Old Mutual Wealth's platform 21 Oct 2010
Policy change

The policy will change to increase the investment and borrowing powers of the funds and to allow the use of derivatives for investment purposes. The investment objectives will not be changing.

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