Share
Name Description Fund Range Effective Date
Rathbone Multi Asset Strategic Growth Portfolio -U Objective change Old Mutual Wealth's platform 08 Jul 2013
Current Investment Objective

To achieve long term capital growth and target a return equal to 5% above the UK Consumer Price Index (CPI) and a volatility rate equal to two-thirds that of global equities as measured by the MSCI World Equity Index.

New Investment Objective

To achieve long term capital growth and target a return equal to between 3% and 5% above the UK Consumer Price Index (CPI) and a volatility rate equal to two-thirds that of global equities as measured by the MSCI World Equity Index.