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Name Description Fund Range Effective Date
Neptune UK Special Situations Objective and name change Old Mutual Wealth's platform 01 Nov 2013
Current Investment Objective

To seek to achieve capital growth by exploiting special situations and investing principally in UK Equities considered to be undervalued.

New Investment Objective

To generate long-term capital growth by investing principally in UK equities, including those Neptune deemed to be “special situations”.

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Please note: in addition, Neptune will be decreasing the Annual Management Charge (AMC) of the Neptune UK Opportunities fund (NEUKSS) with effect from Monday 11 November 2013.