New Fund Name: OMR CT Sterling Corporate Bond Fund Retail Income GBP
New Fund Name: OMR CT UK Equity Income Fund Z Accumulation GBP
New Fund Name: OMR CT Global Select Fund Z Accumulation GBP
New Fund Name: OMR CT Managed Equity & Bond Fund Z Accumulation GBP
New Fund Name: OMR CT Managed Equity Focused Fund Retail Accumulation GBP
New Fund Name: OMR CT Managed Equity Focused Fund Z Accumulation GBP
New Fund Name: OMR CT Managed Equity Fund Retail Accumulation GBP
New Fund Name: OMR CT UK Property Authorised Trust Retail Accumulation GBP
New name: OMR JPM Global Macro Sustainable Fund
New Investment Objective: The Fund aims to provide positive investment returns, before fees, over a rolling 3 year period in all market conditions by investing in securities globally in a portfolio that is positioned towards securities with positive ESG characteristics, globally using derivatives where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur.
New name: OMR Schroder Sustainable Future Multi-Asset Fund.
New Objective: The Fund aims to provide capital growth and income of the ICE BofA Sterling 3-Month Government Bill Index plus 3.5% per annum (before fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide which meet the Investment Manager’s sustainability criteria. This cannot be guaranteed and could change according to prevailing market conditions. Your capital is at risk. The Fund aims to achieve this with a target average annual volatility (a measure of how much the Fund’s returns may vary over a year) over a five to seven year period of between 50% to 67% of that of global stock markets (represented by the MSCI All Country World GBP hedged index).
