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Name Description Fund Range Effective Date
Threadneedle Ethical UK Equity -U Name and objective change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Jul 2019
Current objective

To achieve a total return by way of income and capital growth by investing in companies that meet the ACD’s criteria for responsible and ethical practices. The investment policy is to invest predominantly in shares of UK companies that meet the fund’s ethical investment criteria as determined and published by the ACD from time to time.

New Objective

To achieve a return over the long term, consisting of capital growth and some income, achieved through investment in companies that are positively exposed to sustainable themes through their products and services, as well as those with strong or improving environmental, social and governance (ESG) characteristics.

Please note: the fund is also changing it's name to Threadneedle UK Sustainable Equity -U