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Name Description Fund Range Effective Date
Schroder Mixed Distribution Name and Objective Change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 02 Sep 2019
Old Objective

To provide monthly income through a diversified investment in collective investment schemes invested in equity, equity-related securities, real estate securities and debt or fixed interest securities of companies worldwide.


New Objective

To provide monthly income equal to 5% per annum by investing in a diversified range of assets and markets worldwide. This cannot be guaranteed and your capital is at risk. The fund invests at least 80% of its assets directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed end funds, in equity and equity related securities, fixed and floating rate securities and alternative assets worldwide.

Please note: The fund is also changing its name to Schroder Monthly Income.