Share
Name Description Fund Range Effective Date
Invesco Perpetual Tactical Bond Objective change Old Mutual Wealth's platform and Old Mutual Wealth Life Assurance Limited 16 Dec 2013
Current Objective

To maximise total return primarily through a flexible allocation to fixed interest securities and cash.

New Objective

To achieve a high level of return through a combination of income and capital growth over the medium to long term.  This will be achieved through a flexible allocation to corporate and government debt securities (which may be unrated or sub-investment grade), transferable securities, collective investment schemes, financial derivative instruments and cash.