New fund name: OMR Professional Fidelity Sustainable European Equity
New Objective: To increase the value of your investment over a period of 5 years or more by investing at least 70% in the shares of continental European companies (those domiciled, incorporated or having significant business in and those which are listed in continental Europe and those which are listed in the region) which maintain sustainable characteristics.
Old Objective: To increase the value of your investment over a period of 5 years or more by investing at least 70% in the shares of continental European companies (those domiciled, incorporated or having significant business in and those which are listed in continental Europe and those which are listed in the region).
New fund name: OMR Fidelity Sustainable European Equity
New Objective: To increase the value of your investment over a period of 5 years or more by investing at least 70% in the shares of continental European companies (those domiciled, incorporated or having significant business in and those which are listed in continental Europe and those which are listed in the region) which maintain sustainable characteristics.
Old Objective: To increase the value of your investment over a period of 5 years or more by investing at least 70% in the shares of continental European companies (those domiciled, incorporated or having significant business in and those which are listed in continental Europe and those which are listed in the region).
New fund name: OMR Legg Mason IF Martin Currie Global Unconstrained
New Objective: To provide long-term (over five or more years) capital appreciation, through investment of at least 80% of the net asset value of the fund in a portfolio of global equity and equity related securities.
Old Objective: To achieve income, with the potential for capital growth over the long term (over five or more years), by investing in securities of companies listed globally.
New fund name: OMR Premier Miton Optimum Income
New Objective: To provide a yield of 7% per annum together with the prospect of 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 invested. The Investment Adviser aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares in companies listed in the UK.
Old Objective: To provide a high level of income together with the prospect of long-term capital growth from an actively managed portfolio of equities. The Fund has a target yield of 7% p.a., after fees, and it is intended that the target level will remain consistent over time. However, the target yield is not guaranteed
New fund name: OMR Premier Miton Multi-Asset Conservative Growth
New Objective: To provide capital growth over the long-term, being five years or more in all market conditions. 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 invested. The fund will invest in a globally diversified lower risk portfolio of investments covering different asset classes.
Old Objective: To achieve steady capital growth by investing principally in a portfolio of securities which, in the manager’s opinion, are lower risk securities and which will produce capital appreciation over the longer term.
OMR Janus Henderson Absolute Return
OMR EAB Jupiter UK Alpha
OMR EAB Jupiter Merian Global Equity Income (IRL)
Prof Jupiter UK Alpha (Rebate)
Jupiter UK Alpha (Rebate)
