L&G Pension Aegon Ethical Equity Fund

New Fund Name: L&G Pension CG Aegon Ethical Equity Fund

New ACD: Carne Global Fund Managers (UK) Limited

OMR Aegon Ethical Equity Fund

New Fund Name: OMR CG Aegon Ethical Equity Fund

New ACD: Carne Global Fund Managers (UK) Limited

Kames Ethical Corporate Bond Fund

New Fund Name: CG Aegon Ethical Corporate Bond Fund

New ACD: Carne Global Fund Managers (UK) Limited

OMR Aegon Ethical Corporate Bond Fund

New Fund Name: OMR CG Aegon Ethical Corporate Bond Fund

New ACD: Carne Global Fund Managers (UK) Limited

OMR Aegon Diversified Growth Fund

New Fund Name: OMR CG Aegon Diversified Growth Fund

New ACD: Carne Global Fund Managers (UK) Limited

OMR VT EPIC Multi Asset Growth Fund

New fund name:

OMR VT WHI Multi Asset Growth Fund

ReAssure AL CT Managed Equity GQSB Fund

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.

AL CT Global Equity & Bond TGSB Fund

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.

AL CT Global Equity & Bond GWEB Fund

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.

AL CT Global Equity & Bond PPB Fund

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.