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Name Description Fund Range Effective Date
AXA Framlington Blue Chip Equity Income Name and Objective Change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 09 Sep 2019
Current Objective

To produce higher than average income with long-term growth of income and capital by investing in shares of companies, primarily listed in the UK, which the manager believes are leading companies within their sector and will provide above-average returns.

 

New Objective

To produce higher than average income with long-term growth of income and capital. The manager also intends to achieve a yield of distributable income in excess of 100% of the FTSE All Share yield at the funds year end on a rolling 3 year basis, and in excess of 90% on an annual basis.

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Please note: The Fund is also changing its name to AXA Framlington UK Equity Income