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Name Description Fund Range Effective Date
Invesco UK Growth (UK) (Various) Name and objective change Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 17 Sep 2020
Old objective

To achieve long-term (5 years plus) capital growth by investing at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK.

New objective

To achieve long-term (5 years plus) capital growth by investing at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. 

The fund typically holds a concentrated portfolio of 35 – 45 stocks.