New Fund Name: OMR BlackRock Developed Markets Sustainable Equity
New Objective:
The underlying fund aims to provide a return on your investment (generated through an increase in value of the assets held by the fund and/or income received from those assets) (gross of fees) over the medium to long term (3 to 5 or more consecutive years beginning at the point of investment), by investing in a global portfolio of equity securities (e.g. shares) in a manner consistent with the principles of sustainable investing.
New Fund Name: OMR M&G Global Sustain Paris Aligned
New Objective:
The underlying fund has two aims:
To provide a higher total return (capital growth plus income), net of the Ongoing Charge Figure, than that of the MSCI World Index over any five-year period.
and
To invest in companies that contribute towards the Paris Agreement climate change goal.
At least 80% of the fund is invested directly in equity securities and equity-related securities of companies across any sector and market capitalisation that are domiciled in any country, including Emerging Markets.
The underlying fund aims to: (i) provide long-term capital growth over a period of 5 years or more; and (ii) seek to achieve a sustainable investment objective, in line with a responsible investment approach. The underlying fund invests at least 80% of its investments in shares of listed companies of any size which are based anywhere in the world and which the Manager believes will generate both above-average returns and a positive and measurable impact on the planet, incorporating the analysis of environmental, social and governance (ESG) factors.
OMR AXA ACT Framlington Clean Economy
The underlying fund aims to: (i) provide long-term capital growth over a period of 5 years or more; and (ii) seek to achieve a sustainable investment objective, in line with a responsible investment approach. The underlying fund invests at least 80% of its investments in shares of listed companies of any size which are based anywhere in the world and which the Manager believes will generate both above-average returns and a positive and measurable impact on the planet, incorporating the analysis of environmental, social and governance (ESG) factors.
New Fund Name: OMR FTF Western Asset Retirement Income Bond
New Fund Name: OMR FTF Martin Currie US Unconstrained
New Fund Name: OMR FTF Martin Currie European Unconstrained
New Fund Name: OMR FTF Martin Currie Asia Unconstrained
New Fund Name: OMR FTF Clearbridge US Equity
New Fund Name: OMR FTF Clearbridge US Equity
