New Fund Name: Mixed Investment (Universal) Fund
New Fund Name: Corporate Bond (Universal) Fund
New Fund Name: Deposit (Universal) Fund
New Fund Name: UK and Global Equity Tracker (Universal) Fund
New Fund Name: OMR CT Global Smaller Companies Investment Trust Fund
New Fund Name:
OMR FTF Franklin European Unconstrained Fund
New Fund Name:
OMR FTF Franklin Global Unconstrained Fund
New Fund Name:
OMR FTF ClearBridge UK Equity Income Fund
New Fund Name:
Aegon Investment Grade Bond Fund
New Fund Name: OMR CT Multi-Manager Universal Balanced Fund
New Investment Objective:
The Fund aims to provide growth, combining capital and income, consistent with a balanced risk and volatility profile, over the long term (5 years or more). The Fund invests at least 70% of its assets in a portfolio of collective investment schemes (which could include open and closed ended investment schemes, real estate investment trusts, exchange traded funds, and these could include schemes operated by the ACD (or an associate of the ACD)), which provide indirect exposure to a range of global asset classes. The Fund is actively managed, and the Investment Manager is not constrained by any particular asset allocation in respect of geography, industry or sector.
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.
