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Name changes

Name Default alternative fund Fund Range Effective Date
JPM Emerging Markets (I) -U JPM Emerging Markets (C) -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Mar 2018
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Please note: JPM Emerging Markets (C) –U fund will be fully reopened for 12:00 on Thursday 1 March 2018. The AMC is also changing.
Carmignac Portfolio Euro Patrimoine GBP Hgd –U Carmignac Portfolio Long-Short European Equities GBP Hgd –U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 26 Feb 2018
Exclamation
Please note: the fund is also changing its objective and Performance Related Fee.
Castlefield UK Opportunities (-U) Castlefield B.E.S.T UK Opportunities (-U) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Feb 2018
Exclamation
Please note: the fund is also changing its objective.
Castlefield UK Smaller Companies (-U) Castlefield B.E.S.T Sustainable UK Smaller Companies (-U) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Feb 2018
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Please note: the fund is also changing its objective.
JPM Strategic Bond (-U) JPM Unconstrained Bond (-U) Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life & Pensions Limited 18 Dec 2017
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Please note: the objective will also change for this fund.
Capita Financial Managers (Various) Various Old Mutual Wealth Limited, Old Mutual International Guernsey Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 18 Dec 2017
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Please note: Capita Financial Managers (the Authorised Corporate Director) has changed name to Link Fund Solutions Limited.
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Janus Henderson (Various) (Various) Old Mutual Wealth Limited, Old Mutual International Guernsey Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 15 Dec 2017
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Please note: the investment objectives will also change for these funds.
For information:Orange arrowview list of funds.
OMW S&W Millbank East River OMW S&W Gryphon East River Old Mutual Wealth Life Assurance Limited 11 Dec 2017
Old Mutual US Dividend (Various) (Various) Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life & Pensions Limited 14 Nov 2017
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Please note: this is also an objective change
For information:Orange arrowview name change details
7IM Unconstrained -U 7IM Real Return -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 06 Nov 2017
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Please Note: the annual management charge (AMC) is decreasing for this fund.
Rathbone Recovery Rathbone UK Opportunities Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 23 Oct 2017
Exclamation
Please note: this fund is also changing its Objective.
Rathbone Recovery -U Rathbone UK Opportunities -U Old Mutual Wealth Limited 23 Oct 2017
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Please note: this fund is also changing its Objective and AMC.
Schroder UK Corporate Bond Schroder Sterling Corporate Bond Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 02 Oct 2017
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Please note: this change is subject to shareholder approval.
Schroder UK Corporate Bond -U Schroder Sterling Corporate Bond -U Old Mutual Wealth Limited 02 Oct 2017
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Please note: this change is subject to shareholder approval.
Schroder Global Real Estate Securities Income Schroder Global Cities Real Estate Income Old Mutual Wealth Limited 02 Oct 2017
Schroder Global Real Estate Securities Income -U Schroder Global Cities Real Estate Income -U Old Mutual Wealth Limited 02 Oct 2017
Schroder Global Real Estate Securities Income -U2 Schroder Global Cities Real Estate Income -U2 Old Mutual Wealth Limited 02 Oct 2017
JPM Asia (-U) JPM Asia Growth (-U) Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 29 Sep 2017
Exclamation
Please Note: these funds are also change objective.
SF Adventurous –U, SF Cautious –U & SF Positive –U TC Share Centre Multi Manager Adventurous -U, TC Share Centre Multi Manager Cautious –U & TC Share Centre Multi Manager Balanced -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 22 Sep 2017
Exclamation
Please Note: these funds will also be changing the Authorised Corporate Director from Sharefunds Limited to Treasury Capital Funds Solutions.
Aberdeen Absolute Return Bond Aberdeen Target Return Bond Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 22 Sep 2017
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