Share
Print
Print Share
Name Description Fund Range Effective Date
Schroder UK Alpha Plus Objective change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited and Old Mutual Wealth Life Assurance Limited 02 Jan 2019
Current Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of UK Companies.

New Objective

The Fund aims to provide capital growth in excess of the FTSE All Share Total Return index (net of fees) over the market cycle (typically three to five years) by investing in equity and equity related securities of UK companies.

Exclamation
Please note: there will be no changes to the IA sector, TW sector or the Fund Type for Illustrations.