Share
Name Description Fund Range Effective Date
Henderson UK Equity Income –U Objective change Old Mutual Wealth's platform 13 Jan 2014
Current Investment Objective and Policy

To aim to provide income in excess of the yield of the FTSE All-Share Index, with some prospects for capital growth, by investing primarily in United Kingdom companies. The fund may invest in fixed interest and convertible securities as well as ordinary shares. The fund may invest in other transferable securities, money market instruments, derivatives and forward transactions, deposits and units in collective investment schemes.

New Investment Objective and Policy

To aim to provide dividend income with prospects for both income and capital growth over the medium to long term by investing primarily in United Kingdom companies. The fund may invest in fixed interest and convertible securities as well as ordinary shares. The fund may invest in other transferable securities, money market instruments, deposits and units in collective investment schemes. Derivatives and forward transactions may be used for the purposes of efficient portfolio management only.

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Please note: the fund will be changing it's name to Henderson UK Equity Income and Growth -U