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Name Description Fund Range Effective Date
River & Mercantile UK Equity Unconstrained Objective and Policy Change Old Mutual Wealth's platform 01 Jan 2016
Current Objective

To achieve capital growth through investing in a concentrated portfolio which will primarily consist of UK equities.  The fund will not be restricted by reference to a benchmark, sector constraints or company size.

New Objective

To achieve capital growth through investing in a concentrated portfolio which will primarily consist of direct and indirect holdings (via derivatives) in UK equities.  The fund may vary the proportion of direct and indirect holdings of UK equities in the portfolio dynamically to suit prevailing market conditions.  The fund will not be restricted by reference to a benchmark, sector constraints or company size.

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Please note: This fund will also be changing its name and annual management charge.