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Name Description Fund Range Effective Date
Lazard UK Smaller Companies Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 22 Jun 2020
Old objective

To achieve capital growth, over at least 5 years, net of fees at a rate greater than that of the Numis Smaller Companies Index.

New objective

To achieve capital growth, over a rolling 5 year period, net of fees at a rate greater than that of the Numis Smaller Companies ex Investment Companies Index.