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Closed to new business

Name Fund Range Effective Date
SVS Brown Shipley Sterling Bond Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 03 Jun 2019
Exclamation
Please note: Existing direct debits will no longer be accepted. Future contributions will be re-directed into Cash Deposit (OMWL) or BlackRock Cash (OMWLP). Phased investment and rebalancing will no longer be accepted.
Carmignac Portfolio Long-Short European Equities GBP Hgd –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 04 Mar 2019
Exclamation
Please note: the fund will be closed to all purchases (new business, switches in, top ups and direct debits). Existing direct debits will no longer be accepted. Future contributions will be re-directed as follows: OMWL in Cash Deposit and OMWLP BlackRock Cash. Phased investment and rebalancing will no longer be accepted.
Merian (Various) -WS Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Mar 2019
Exclamation
Please note: This affects Wealth Select share classes of the funds only, all other share classes will remain open. Regular contributions, phased investment and rebalancing will continue.
For information:Orange arrowview list of funds.
JPM Emerging Markets –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Mar 2018
First State Diversified Growth –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 25 Jan 2018
Old Mutual Japanese Equity (IRL) (-U2) Old Mutual Wealth Limited, Old Mutual International Guernsey Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 22 Dec 2017
Exclamation
Please note: the funds will be closed to all purchases (new business, switches in, top ups and direct debits) with immediate effect.
New Capital US Growth –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Dec 2017
Exclamation
Please note: the fund will be closed to new business, switches in and top ups with effect of Friday 1 December 2017.
OMW Old Mutual Global Strategic Bond (IRL) (S shares) Old Mutual Wealth Life Assurance Limited 24 Nov 2017
Exclamation
Please note: Regular contributions, phased investment and rebalancing will continue.
OMW Carnegie Strategy Old Mutual Wealth Life Assurance Limited 02 Nov 2017
Exclamation
Please note: the Annual Management Charge (AMC) and the TER for the fund will increase with effect from Thursday 2 November 2017.
CF Eclectica Agriculture (-U) and CF Eclectica Absolute Macro (-U) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual Wealth Life Assurance Limited and Old Mutual International Guernsey Limited 21 Sep 2017
Exclamation
Please Note: these funds will be closed to all purchases (new business, switches in, top ups and direct debits) with immediate effect.
Old Mutual UK Dynamic Equity Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Life Assurance Limited 17 May 2017
Exclamation
Please Note: regular contributions, phased investment and rebalancing will continue.
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