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Name Description Fund Range Effective Date
Investec Cautious Managed (-U) Objective Change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 07 Aug 2019
Current Objective

To provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability.

New Objective

To provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. The fund targets a return of UK Consumer Prices Index (CPI) + 4% each year (gross of fees) over 5 year rolling periods. While the fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5 year rolling periods or over any period and there is a risk of loss.