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Name Description Fund Range Effective Date
Threadneedle Managed funds X5 Objective change Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 01 Aug 2019
Old objective

Threadneedle Managed Bond:

To provide income with potential for capital growth. The fund will invest at least two-thirds of its assets in funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The fund will invest at least two-thirds of its assets in funds that invest in fixed income securities, but will also have some exposure to company shares.

Threadneedle Managed Bond Focused:

To provide a total return by way of income and capital growth. The fund will invest at least two-thirds of its assets in other funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The fund will invest with a focus on funds that invest in fixed income securities, but will also have exposure to company shares, particularly the shares of UK companies or companies with significant UK operations.

Threadneedle Managed Equity & Bond:

To provide a total return by way of capital growth and income. The fund will invest at least two-thirds of its assets in funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The fund's investments will be a balance of funds that invest in fixed income securities and funds that hold company shares.

Threadneedle Managed Equity:

To provide a return by way of capital growth. The fund will invest at least two-thirds of its assets in funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The fund will invest at least two-thirds of its assets in funds that invest in company shares, but also have some exposure to fixed income securities.

Threadneedle Managed Equity Focused:

To provide a total return by way of capital growth and income. The fund will invest at least two-thirds of its assets in funds managed or operated by companies in the Threadneedle group. These funds may invest worldwide. The fund will invest with a focus on funds that invest in company shares, but will also have exposure to fixed income securities.

New objective

Threadneedle Managed Bond:

To provide income with potential for capital growth over the long term (5 years or more). The fund is actively managed and invests at least 80% of its assets in other funds. The fund usually invests in other Threadneedle funds, however, funds managed by companies outside the Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide.  The fund focuses on investment in funds providing exposure to bonds (including corporate and government bonds), and to a lesser extent, funds investing in equities (company shares).

Threadneedle Managed Bond Focused:

To provide a return over the long term (5 years or more), by way of income and capital growth. The fund is actively managed and invests at least 80% of its assets in other funds. The fund usually invests in other Threadneedle funds, however, funds managed by companies outside the Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The fund focuses on investment in funds providing exposure to bonds (including corporate and government bonds), and to a lesser extent, funds investing in equities (company shares), particularly the shares of UK companies.

Threadneedle Managed Equity & Bond:

To provide a return over the long term (5 years or more), by way of capital growth and income. The fund is actively managed and invests at least 80% of its assets in other funds. The fund usually invests in other Threadneedle funds, however, funds managed by companies outside the Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The fund focuses on investment in funds providing exposure to equities (company shares), and bonds (including corporate and government bonds).

Threadneedle Managed Equity:

To provide a return over the long term (5 years or more), by way of capital growth. The fund is actively managed and invests at least 80% of its assets in other funds. The fund usually invests in other Threadneedle funds, however, funds managed by companies outside the Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The fund focuses on investment in funds providing exposure to equities (company shares), with only limited exposure taken to bonds (including corporate and government bonds).

Threadneedle Managed Equity Focused:

To provide a return over the long term (5 years or more), by way of capital growth and income. The fund is actively managed and invests at least 80% of its assets in other funds.The fund usually invests in other Threadneedle funds, however, funds managed by companies outside the Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The fund focuses on investment in funds providing exposure to equities (company shares), but also has some exposure to bonds (including corporate and government bonds).