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Name Description Fund Range Effective Date
Threadneedle Dynamic Real Return Objective Change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Aug 2019
Current Objective:

To achieve a positive real rate of return from capital appreciation and income over the medium to long term, at least above the rate of inflation (defined as the Consumer Price Index). Regardless of market conditions, it also aims to provide a positive return over a maximum period of 3 years. There is a risk to capital, and there is no guarantee that such a return will be achieved in 3 years or any other timescale.

New Objective:

To achieve a higher rate of return from capital appreciation and income than the rate of inflation in the UK (defined as the Consumer Price Index (CPI)), over a period of 3 to 5 years. Currently, the fund looks to achieve an average annual return of CPI +4% when measured over this same time period, before charges are deducted. The fund also seeks to deliver a positive return over any 3-year period (net of charges), regardless of market conditions. However, there is a risk to capital, and there is no guarantee that a positive return will be achieved in 3 years, or any other timescale.