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Name Description Fund Range Effective Date
Schroder European Alpha Plus –U Objective change Old Mutual Wealth's platform 02 Jan 2015
Current Investment Objective

To provide capital growth through investment in European and other companies. The emphasis of the fund is to invest in European companies. The fund may also invest in companies headquartered or quoted outside Europe where those companies have material or critical operations within, or derive significant business from, Europe. Fixed interest securities may be included in the portfolio.

New Investment Objective

To provide capital growth through investment in equity and equity related securities of European companies. At least 80% of the fund will be invested in a concentrated portfolio (typically between 35 and 60 holdings) of large or mid-sized companies, listed, incorporated or headquartered in European countries or companies that derive a significant proportion of their revenues from their European business.