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Name Description Fund Range Effective Date
Legg Mason IF Martin Currie European Equity Income Name & objective change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 17 Dec 2018
Old objective

To provide an annual yield in excess of the MSCI Europe (ex UK) Index (Net) as well as the potential for capital growth through investment in Continental Europe, by investing at least 80% of its net asset value in securities of companies listed in Continental Europe.

New objective

To provide long-term capital appreciation through investment in a concentrated portfolio comprised of at least 80% of its net asset value in European (excluding UK) equities.

Please note: there will be no change to the IA sector, TW sector or Fund Type for Illustrations.