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Name Description Fund Range Effective Date
Newton Phoenix Multi-Asset -U Objective and name change Old Mutual Wealth's platform 02 Jan 2015
Current objective and policy:

To achieve long-term capital growth in excess of cash (1 Month GBP LIBOR) +2% p.a. over 5 years before fees, from a balanced portfolio diversified across a range of assets. A positive return is not guaranteed and a capital loss may occur.

The Sub-Fund may invest in equities, fixed interest securities, collective investment schemes, warrants, derivative instruments, deposits, and approved money market instruments. The ACD does not intend to have an interest in any immovable property or tangible movable property.

New objective and policy:

To achieve long-term capital growth in excess of cash (1 Month GBP LIBOR) +3% p.a. over 5 years before fees, from a balanced portfolio diversified across a range of assets. A positive return is not guaranteed and a capital loss may occur.

The policy of the Sub-Fund is to gain exposure to a range of asset classes including, without limitation, equities, fixed income, property, commodities, currencies, cash, near cash and deposits.

Exclamation
Please note: this fund will also be changing its name to Newton Multi-Asset Diversified Return -U and its IMA sector from Mixed Investment 20-60% Shares to Specialist