Share
Print
Print Share
Name Description Fund Range Effective Date
Baillie Gifford American (-U) Objective change Old Mutual Wealth Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life & Pensions Limited 02 Jan 2018
Current objective

To produce attractive returns over the long term principally through investment, whether direct or indirect, in any economic sector in the United States of America. From time to time, at the Authorised Corporate Director’s (ACD) sole discretion, investment, whether direct or indirect, may also be made in any economic sector in Canada.

New objective

To produce capital growth over the long term principally through investment in equities of companies which are listed, quoted, traded, incorporated, domiciled or conducting a significant portion of their business in the United States of America. Such investment may be direct or indirect and the portfolio will be concentrated.