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Name changes

Name Default alternative fund Fund Range Effective Date
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
Exclamation
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
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
Exclamation
Please note: the fund is also changing its objective.
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
Exclamation
Please note: the fund is also changing its objective.
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.
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.
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
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
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
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
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
Exclamation
Please note: the investment policy of the funds is also changing.
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
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.
PIMCO Unconstrained Bond PIMCO Dynamic Bond (GBP Hdg) -WS Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Oct 2018
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
The Vanbrugh Fund -U The MI Hawksmoor Vanbrugh Fund -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 24 Sep 2018
OMW Alfred Berg Penningmarknads Hållbar OMW Alfred Berg Korträntefond Hållbar Old Mutual Wealth Life Assurance Limited 17 Sep 2018
Exclamation
Please note: there are no changes to the ABI sector or Fund Type for Illustrations.
For information:Orange arrowview change details
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