New Fund Name: abrdn UK Real Estate Share Fund
New Investment Objective
To generate growth and income over the long term (5 years or more) by investing in UK property-related equities (company shares) including listed closed ended real estate investment trusts (“REITs”). The Fund aims to achieve a return in excess of the FTSE EPRA Nareit UK Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
New Fund Name:
L&G (Life & Pension) TrinityBridge Select Fixed Income Fund
New Fund Name:
TrinityBridge Diversified Income Fund
New Fund Name:
L&G Life TrinityBridge Conservative Portfolio Fund
New Fund Name:
TrinityBridge Conservative Portfolio Fund
New Fund Name:
L&G Pension Trinity Bridge Conservative Portfolio Fund
New Fund Name:
L&G (Life & Pension) Trinity Bridge Balanced Portfolio Fund
New Fund Name:
L&G (Life & Pension) Trinity Bridge Growth Portfolio Fund
New Fund Name: OMR BNY Mellon UK Opportunities Fund (Responsible)
New Investment Objective:
The Fund aims to achieve capital growth over the long term (5 years or more). The Fund is actively managed and invests at least 70% of its NAV 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 characteristics. 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 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. The sustainability characteristics assessed are whether companies contribute to or align with the sustainable investment themes:
– Combating climate change,- Responsible use of natural resources,- Human and economic development,- Health and wellness.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Fund Name: OMR BNY Mellon European Opportunities Fund (Responsible)
New Investment Objective:
The Fund aims to achieve capital growth over the long term (5 years or more). The Fund is actively managed and invests at least 75% of its NAV in a concentrated portfolio of equities (company shares issued by continental European companies including ordinary shares, preference shares and other equity-related securities). Continental European companies are defined as those that are either domiciled, incorporated or which have significant business in continental Europe (excluding the UK). At least 70% of the Fund’s NAV will meet the Investment Manager’s sustainability characteristics. The Fund may invest up to 25% of its NAV 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 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. The sustainability characteristics assessed are whether companies contribute to or align with the sustainable investment themes: – Combating climate change,- Responsible use of natural resources,- Human and economic development,- Health and wellness.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
