New name: L&G Future World Sustainable UK Equity Fund
New Investment Objective: The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index, the (“Benchmark Index”). The Fund aims to outperform the Benchmark Index by 2% per annum, before the deduction of charges and measured over rolling three year periods.
New name: L&G Life Future World Sustainable UK Equity Fund
New Investment Objective: The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index, the (“Benchmark Index”). The Fund aims to outperform the Benchmark Index by 2% per annum, before the deduction of charges and measured over rolling three year periods.
New name: L&G Future World Sustainable UK Equity Focus Fund
New Investment Objective: The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index,(the “Benchmark Index”). The Fund aims to outperform the Benchmark Index by 4% per annum, before the deduction of charges and measured over rolling three year periods.
New name: L&G Life Future World Sustainable UK Equity Focus Fund
New Investment Objective: The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index,(the “Benchmark Index”). The Fund aims to outperform the Benchmark Index by 4% per annum, before the deduction of charges and measured over rolling three year periods.
New name: OMR Schroder Sustainable Bond Fund
New Investment Objective: The Fund aims to provide income and capital growth in excess of the ICE BofA Sterling 3-Month Government Bill index plus 2.5% (after fees have been deducted) over any three to five year period, by investing directly in fixed and floating rate securities issued by governments, government agencies and companies worldwide which meet the Investment Manager’s sustainability criteria.
New fund name: Premier Miton Responsible UK Equity
New fund objective: The objective of the Fund is to provide capital growth over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital in vested.
New fund name: OMR BNY Mellon UK Sustainable Opportunities
New fund objective: The Sub-Fund is actively managed and invests at least 70% of its assets in a concentrated portfolio of equities (company shares) issued by UK companies, including ordinary shares, preference shares and other equity-related securities that meet the Investment Manager’s sustainability criteria, where environmental, social, governance (“ESG”) considerations are an integral part of the criteria. UK companies are defined as those that are either domiciled, incorporated or which have significant business in the UK. The Investment Manager focuses on identifying companies that demonstrate sustainable business practices and an ability to generate returns consistent with the Sub-Fund’s objective. Sustainable business practices are those which positively manage the material impacts of a company’s operations and products on the environment and society.
New fund name: OMR BNY Mellon Sustainable European Opportunities
New fund objective: The Sub-Fund is actively managed and invests at least 75% of its assets in a concentrated portfolio of equities (company shares) issued by continental European companies, including ordinary shares, preference shares and other equity-related securities that meet the Investment Manager’s sustainability criteria, where environmental, social, governance (“ESG”) considerations are an integral part of the criteria. Continental European companies are defined as those that are either domiciled, incorporated or which have significant business in continental Europe (excluding the UK). The Sub-Fund may invest up to 25% of its assets in companies domiciled, incorporated or that have significant business outside of continental Europe, which may include the UK. The Investment Manager focuses on identifying companies that demonstrate sustainable business practices and an ability to generate returns consistent with the Sub-Fund’s objective. Sustainable business practices are those which positively manage the material impacts of a company’s operations and products on the environment and society.
New fund name: OMR JPM Europe (Ex-UK) Sustainable Equity
New fund objective: The Fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in the shares of European Sustainable Companies (excluding the UK) in any economic sector, or companies that demonstrate improving sustainable characteristics. Sustainable Companies are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics).
At least 80% of assets invested in equities of Sustainable Companies, or companies that demonstrate improving sustainable characteristics, that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK).
New fund name: OMR IFSL Marlborough Special Situations
New ACD: Investment Fund Services Ltd (IFSL)
