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Name Description Fund Range Effective Date
AMR Principal Portfolio Objective and name change Old Mutual Wealth Life Assurance Limited 19 Oct 2015
Current Objective

The aim of this fund is to provide long-term growth through a combination of capital appreciation and re-invested income. The emphasis within the fund is towards global equity investments and may include relatively high weightings in overseas markets. As a result, a degree of volatility should be expected on a short term basis.

New Objective

To provide income with prospects for capital growth over the long term (5 to 7 years). The fund will invest through a diversified spread of asset classes, principally UK and overseas equities, collective investment schemes, fixed interest, property, deposits, cash and near cash.

Exclamation
Please note: this fund will also be changing name to IFSL AMR Diversified Portfolio