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IFDS Managers Limited
name change

Please be advised that on 1 April 2013 IFDS Managers Limited became a subsidiary of WAY Fund Managers Limited and was subsequently re-named Fund Partners Limited (FPL).

As a result of this, the names of the following fund managers will change with effect from
Monday 30 September 2013.

Existing Fund Manager Name New Fund Manager Name
IFDS Brown Shipley Fund Partners Ltd (Brown Shipley)
IFDS Managers Ltd (Apollo) Fund Partners Ltd (Apollo)
IFDS Managers Ltd (Frontier) Fund Partners Ltd (Frontier)
IFDS Managers Ltd (Hexam) Fund Partners Ltd (Hexam)
IFDS Managers Ltd (IM Argonaut) Fund Partners Ltd (Argonaut)
IFDS Managers Ltd (IM CAERUS) Fund Partners Ltd (CAERUS)
IFDS Managers Ltd (IM Russell) Fund Partners Ltd (Russell)
IFDS Managers Ltd (IM Verbatim) Fund Partners Ltd (Verbatim)
IFDS Managers Ltd (IM WHEB) Fund Partners Ltd (WHEB)
IFDS Managers Ltd (Prism) Fund Partners Ltd (Tatton Oak)

 

In line with this, the funds listed below will also be changing name with effect from
Monday 30 September 2013.


Old Mutual Wealth's platform

Existing Fund Name New Fund Name
IFDS Apollo Multi Asset Adventurous FP Apollo Multi Asset Adventurous
IFDS Apollo Multi Asset Balanced FP Apollo Multi Asset Balanced
IFDS Apollo Multi Asset Cautious FP Apollo Multi Asset Cautious
IFDS Apollo Multi Asset Defensive FP Apollo Multi Asset Defensive
IFDS Brown Shipley Sterling Bond FP Brown Shipley Sterling Bond
IM CAERUS Portfolio DRP 1 FP CAERUS Portfolio DRP 1
IM CAERUS Portfolio DRP 1 -U FP CAERUS Portfolio DRP 1 -U
IM CAERUS Portfolio DRP 2 FP CAERUS Portfolio DRP 2
IM CAERUS Portfolio DRP 2 -U FP CAERUS Portfolio DRP 2 -U
IM CAERUS Portfolio DRP 3 FP CAERUS Portfolio DRP 3
IM CAERUS Portfolio DRP 3 -U FP CAERUS Portfolio DRP 3 -U
IM CAERUS Portfolio DRP 4 FP CAERUS Portfolio DRP 4
IM CAERUS Portfolio DRP 4 -U FP CAERUS Portfolio DRP 4 -U
IFDS Frontier MAP Balanced FP Frontier MAP Balanced
IFDS Frontier MAP Cautious FP Frontier MAP Cautious
IM HEXAM Global Emerging Markets FP HEXAM Global Emerging Markets
IFDS Prism Advanced (A) FP Tatton Oak Advanced (A)
IFDS Prism Capital Growth (A) FP Tatton Oak Capital Growth (A)
IFDS Prism Cautious Growth (A) FP Tatton Oak Cautious Growth (A)
IM Russell Defensive Assets Russell Defensive Assets *
IM Russell Real Assets Russell Real Assets *
IM Russell International Growth Assets Russell International Growth Assets *
IM Russell UK Growth Assets Russell UK Growth Assets
IM Verbatim Portfolio 3 FP Verbatim Portfolio 3
IM Verbatim Portfolio 3 -U FP Verbatim Portfolio 3 -U
IM Verbatim Portfolio 4 FP Verbatim Portfolio 4
IM Verbatim Portfolio 4 -U FP Verbatim Portfolio 4 -U
IM Verbatim Portfolio 5 (Growth) FP Verbatim Portfolio 5 (Growth)
IM Verbatim Portfolio 5 (Growth) -U FP Verbatim Portfolio 5 (Growth) -U
IM Verbatim Portfolio 5 (Income) FP Verbatim Portfolio 5 (Income)
IM Verbatim Portfolio 5 (Income) -U FP Verbatim Portfolio 5 (Income) -U
IM Verbatim Portfolio 6 FP Verbatim Portfolio 6
IM Verbatim Portfolio 6 -U FP Verbatim Portfolio 6 -U
IM Verbatim Portfolio 7 FP Verbatim Portfolio 7
IM Verbatim Portfolio 7 -U FP Verbatim Portfolio 7 -U
IM WHEB Sustainability FP WHEB Sustainability

 

* The Russell funds will not be pre-fixed with 'FP'


Old Mutual Wealth Life Assurance Limited

Existing Fund Name New Fund Name
IFDS Apollo Multi Asset Adventurous FP Apollo Multi Asset Adventurous
IFDS Apollo Multi Asset Balanced FP Apollo Multi Asset Balanced
IFDS Apollo Multi Asset Cautious FP Apollo Multi Asset Cautious
IFDS Apollo Multi Asset Defensive FP Apollo Multi Asset Defensive
IM Argonaut European Alpha FP Argonaut European Alpha
IM Argonaut European Income FP Argonaut European Income
IM HEXAM Global Emerging Markets FP HEXAM Global Emerging Markets
IM Verbatim Portfolio 3 FP Verbatim Portfolio 3
IM Verbatim Portfolio 4 FP Verbatim Portfolio 4
IM Verbatim Portfolio 5 (Growth) FP Verbatim Portfolio 5 (Growth)
IM Verbatim Portfolio 5 (Income) FP Verbatim Portfolio 5 (Income)
IM Verbatim Portfolio 6 FP Verbatim Portfolio 6
IM Verbatim Portfolio 7 FP Verbatim Portfolio 7