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Name changes

Name Default alternative fund Fund Range Effective Date
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.
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
Exclamation
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
Exclamation
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
FundRock Partners Limited (Tatton Oak) (various) Valu-Trac Investment Management Limited (various) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Sep 2018
Exclamation
Please note: The funds will cease dealing with the current ACD, FundRock Partners Limited from 12 Noon (10:35am AVP) on Thursday 30 August 2018 and dealing will resume with the new ACD, Val-Trac Investment Management Limited on Monday 3 September 2018.
For information:Orange arrowview change details
Pictet High Dividend Selection Pictet SmartCity Old Mutual Wealth Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life & Pensions Limited 24 Aug 2018
Exclamation
Please note: the fund is also changing its objective.
For information:Orange arrowview change details.
Margetts Ardevora UK Income (-U) ES Ardevora UK Income (-U) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Jul 2018
Exclamation
Please note: the Authorised Corporate Director (ACD) for the Margetts Ardevora UK Income funds will be changing from Margetts Fund Management Limited to Treasury Capital Fund Solutions Limited with effect from Sunday 1 July 2018. In addition, the Head Office address for the funds will change as follows: Treasury Capital Fund Solutions Limited, Bow House, 1A Bow Lane, London, EC4M 9EE.
Old Mutual funds (various) Quilter Investors funds (various) Old Mutual Wealth Life and Pensions, Old Mutual Wealth Limited and Old Mutual Wealth Life Assurance Limited. 29 Jun 2018
Exclamation
Please note: the objectives have also changed for some of the affected funds.
M&G European Smaller Companies (-U) M&G Pan European Select Smaller Companies (-U) Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 25 May 2018
Exclamation
Please note: the fund is also changing its objective.
Davy Ethical Equity -U Davy ESG Equity -U Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 23 May 2018
Elite CAM Discretionary Portfolio (Various) (Various) Old Mutual Wealth Limited, Old Mutual International Guernsey Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 14 May 2018
For information:Orange arrowview change details.
Schroder European Opportunities (-U/-U2) Schroder European Recovery (-U/-U2) Old Mutual Wealth Limited, Old Mutual International Guernsey Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Wealth Life Assurance Limited 14 May 2018
Exclamation
Please note: Schroder Unit Trusts Ltd will be changing the name and investment policy for the funds to reflect their change to a ‘recovery’ investment style with effect from Monday 14 May 2018.
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