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)
New fund name: OMR IFSL Marlborough Multi-Cap Growth
New ACD: Investment Fund Services Ltd (IFSL)
New fund name: OMR IFSL Marlborough Multi-Cap Income
New ACD: Investment Fund Services Ltd (IFSL)
New fund name: OMR IFSL Marlborough Cautious
New ACD: Investment Fund Services Ltd (IFSL)
New fund name: OMR IFSL Marlborough Balanced
New ACD: Investment Fund Services Ltd (IFSL)
New Fund Name: OMR Schroder Income Portfolio
New Objective:
The underlying fund aims to provide an income of 3% to 5% per year and capital growth by investing in a diversified range of assets and markets worldwide with a target average annual volatility (a measure of how much the underlying fund’s returns may vary over a year) over a rolling five year period of between 50% to 65% of that of global stock markets (represented by the MSCI All Country World index). This is not guaranteed and could change depending on market conditions. New TER: 0.84%
New Fund Name: OMR EdenTree Responsible and Sustainable Managed Income
New Fund Name: OMR Liontrust Global Innovation
New fund name:
OMR Jupiter Emerging Market Debt Income
New TER: 1.29%
New objective:
The underlying fund seeks to achieve total return through investment in a well-diversified portfolio of fixed and variable rate debt securities issued in the Emerging Markets worldwide.
