New name:
OMR Quilter Cheviot International Growth Portfolio
New name:
OMR Quilter Cheviot International Equity Portfolio
A number of fund name changes were advised to us by fund managers during 2021. However, these name changes were not updated in our systems at the time. The fund names have now been updated and will be reflected correctly in annual statements. The investment strategies of the funds have not changed. Please see a list of affected funds below:
| Original name | New name |
| OMR abrdn Glb Responsible Equity | OMR abrdn Glb Sust & Resp Inv Equity |
| OMR abrdn UK Property Feed | OMR abrdn UK Real Estate Feeder |
| OMR Aegon Diversified Growth | OMR Aegon Sust Diversified Growth |
| OMR Artemis Capital | OMR Artemis SmartGARP UK Equity |
| OMR Artemis Global Growth | OMR Artemis SmartGARP Global Equity |
| OMR EAB Jupiter Gbl Eq Inc IRL | OMR EAB Jupiter Merian Gbl Eq Inc (IRL) |
| OMR FP Argonaut European Alpha | OMR VT Argonaut European Alpha |
| OMR FTF ClearBridge US Equity | OMR FTF ClearBridge US Value |
| OMR HC Verbatim Prt 5 Gth | OMR WS Verbatim Prt 5 Growth |
| OMR HC Verbatim Prt 5 Inc | OMR WS Verbatim Prt 5 Income |
| OMR IFSL Marlborough UK Mt-Cap Gwth | OMR IFSL Marlborough Multi-Cap Gwth |
| OMR Invesco Japan (UK) | OMR Invesco Resp Jap Eq Val Disc (UK) |
| OMR Jan Hend UK Abs Retn | OMR Janus Henderson Abs Return |
| OMR Jupiter Gbl Emerging Mkts | OMR Jupiter Gbl Emerging Mkts Focus |
| OMR Jupiter Gbl Eq Inc (IRL) | OMR Jupiter Merian Gbl Eq Inc (IRL) |
| OMR Jupiter Gbl Equity Abs Ret | OMR Jupiter Merian Gbl Equity Abs Ret |
| OMR Jupiter Global Equity | OMR Jupiter Merian Global Equity |
| OMR Jupiter North Am Eq (OS) | OMR Jupiter Merian North Am Eq (OS) |
| OMR Jupiter North American Eq | OMR Jupiter Merian North American Eq |
| OMR Jupiter World Equity | OMR Jupiter Merian World Equity |
| OMR M&G Global Select | OMR M&G Global Sustain Paris Aligned |
| OMR Premier Responsible UK Eq | OMR Premier Miton Responsible UK Eq |
| OMR Sarasin GlobalSar Strat | OMR Sarasin Multi Asset Strategic |
| OMR Schroder Core UK Equity | OMR Schroder Sustainable UK Equity |
| OMR Sinfonia Adv Growth Port | OMR VT Sinfonia Adv Growth Port |
| OMR Sinfonia Balanced Managed | OMR VT Sinfonia Balanced Mgd Port |
| OMR Sinfonia Cautious Managed | OMR VT Sinfonia Cautious Mgd Port |
| OMR Sinfonia Income | OMR VT Sinfonia Income Portfolio |
| OMR Sinfonia Income & Growth | OMR VT Sinfonia Income & Growth Port |
New name:
Schroder Income Portfolio
New name: OMR BlackRock US Mid-Cap Value Fund
New objective:
The aim of the Fund is to provide a return on your investment (generated through an increase in the value of the assets held by the Fund, gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of medium sized companies incorporated or listed in the United States. In seeking to achieve its investment objective, the Fund will invest at least 70% of its total assets in equities (i.e. shares) and equity-related investments (i.e. other investments whose value is related to equities) of medium sized companies incorporated or listed in the United States. Medium sized companies are those whose market capitalisation (market capitalisation is the share price of the company multiplied by the number of shares issued) is similar to that of companies in the Russell Midcap® Value Index at the time of the Fund’s investment. The Investment Manager follows a “value” philosophy in its investment approach. This means that, among other factors, underlying companies are chosen where the Investment Manager considers the shares of such companies to be trading below their intrinsic value and that the chosen companies exhibit value investment characteristics, such as overall business quality, potential for dividend growth and the potential to deliver superior risk-adjusted returns over the long term.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New name: OMR WS AVI Worldwide Opportunities Fund
New ACD: Waystone Management (UK) Limited (‘Waystone’)
Schroder Unit Trusts Limited (the Fund Manager) will be changing the name of the shareclass that the OMR Schroder Blended Portfolio 7 invests in.
Old Shareclass name: Schroder Blended Portfolio 7 F Acc
New Shareclass name: Schroder Blended Portfolio 7 Z Acc
New name:
OMR Schroder Blended Portfolio 7
Schroder Unit Trusts Limited (the Fund Manager) will be changing the name of the shareclass that the OMR Schroder Blended Portfolio 6 invests in.
Old Shareclass name: Schroder Blended Portfolio 6 F Acc
New Shareclass name: Schroder Blended Portfolio 6 Z Acc
New Name: OMR Janus Henderson Global Select Fund
