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Name Description Fund Range Effective Date
MI Miton Cautious Monthly Income AFM, Fund Name & Objective Change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Aug 2020
Old objective

To provide an increasing level of income, over a three to five year rolling period, with the potential for capital growth through active management of a portfolio of UK and international assets.

New objective

To achieve income and capital growth, over the long term, being five years or more by investing in a diversified portfolio of global investments covering different assets which will include equities (company shares), fixed income (including bonds issued by governments and companies), cash and cash deposits.

Please note: There will be no dealing suspension.