New Fund Name: OMR AXA (Staff) Global Sustainable Managed Fund
New Investment Objective:
The aim of this Fund is to:
(i) provide long-term capital growth over a period of 5 years or more.
(ii) contribute to the global transition to net zero by investing in shares in companies which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050.
The fund invests: between 70 – 85% of its Net Asset Value in shares of listed companies of any size and based anywhere in the world (including emerging markets), which the Manager believes will provide above-average returns, relative to their industry peers and at least 70% of its Gross Asset Value in companies which are categorised by the Manager as either Committed to Align, Aligning or Aligned to a net zero carbon economy; and between 15 – 30% of its Net Asset Value in bonds issued by developed markets, governments and cash.
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 AXA Global Sustainable Managed Fund
New Investment Objective: The aim of this Fund is to:
(i) provide long-term capital growth over a period of 5 years or more.
(ii) contribute to the global transition to net zero by investing in shares in companies which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050.
The fund invests: between 70 – 85% of its Net Asset Value in shares of listed companies of any size and based anywhere in the world (including emerging markets), which the Manager believes will provide above-average returns, relative to their industry peers and at least 70% of its Gross Asset Value in companies which are categorised by the Manager as either Committed to Align, Aligning or Aligned to a net zero carbon economy; and between 15 – 30% of its Net Asset Value in bonds issued by developed markets, governments and cash.
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 AXA UK Sustainable Equity Fund
New Investment Objective: The aim of this Fund is to:
(i) provide long-term capital growth over a period of 5 years or more.
(ii) contribute to the global transition to net zero by investing in shares in companies which demonstrate a clear and credible commitment to achieving net zero carbon emissions by 2050 or are decreasing their carbon emissions intensity to achieve net zero emissions by 2050.
The Fund invests:
• at least 70% of its Net Asset Value in shares of companies domiciled, incorporated or having significant business in the UK which the Manager believes will provide above-average returns, relative to their industry peers; and at least 70% of its Gross Asset Value in companies which are categorised by the Manager as either Committed to Align, Aligning or Aligned to a net zero carbon economy.
• at least 80% of its Net Asset Value in shares in large and medium-sized companies.
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 FTF Templeton Japan Equity Fund
A fund name change was advised to us by fund manager in 2020. However, this name change was not updated in our systems at the time. The fund name has now been updated and will be reflected correctly in annual statements. The investment strategies of the funds have not changed
Old fund name:
L&G Kames Ethical Equity Fund
New fund name:
L&G Aegon Ethical Equity Fund
New Fund Name:
OMR Stewart Investors Global Emerging Markets All Cap Fund
New Fund Name:
Stewart Investors Indian Subcontinent All Cap Fund
New Fund Name:
OMR Stewart Investors Asia Pacific and Japan All Cap Fund
New fund name:
OMR Man Continental European Growth Fund
New fund name:
OMR Man Japan CoreAlpha Fund
