New fund name: AL CT Managed Equity Focused GQSB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused TGSB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused GWEB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused PPB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused PPB1 Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused PPBR P Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: OMR MI Sinfonia Adventurous Growth Portfolio Fund
New ACD: Apex Fundrock Ltd
New fund name: OMR MI Sinfonia Balanced Managed Portfolio Fund
New ACD: Apex Fundrock Ltd
New fund name: OMR MI Sinfonia Cautious Managed Portfolio Fund
New ACD: Apex Fundrock Ltd
New fund name: OMR MI Sinfonia Income & Growth Portfolio Fund
New ACD: Apex Fundrock Ltd
