New name: OMR Schroder Sustainable Future Multi-Asset Fund.
New Objective: The Fund aims to provide capital growth and income of the ICE BofA Sterling 3-Month Government Bill Index plus 3.5% per annum (before fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide which meet the Investment Manager’s sustainability criteria. This cannot be guaranteed and could change according to prevailing market conditions. Your capital is at risk. The Fund aims to achieve this with a target average annual volatility (a measure of how much the Fund’s returns may vary over a year) over a five to seven year period of between 50% to 67% of that of global stock markets (represented by the MSCI All Country World GBP hedged index).
New Objective: The Fund aims to provide an income in excess of 80% of the income generated by the MSCI ACWI High Dividend Yield Index (net return) over any 3 year period with the potential for capital growth over the long term (5 years or more).
New Investment Objective: The objective of the fund is to provide income in excess of the income generated by the FTSE All Share TR Net Index, the “Benchmark Index”, measured before the deduction of any charges and over rolling five year periods, whilst aiming for capital growth over the long term (at least five years).
New Investment Objective: The objective of the fund is to provide income in excess of the income generated by the FTSE All Share TR Net Index, the “Benchmark Index”, measured before the deduction of any charges and over rolling five year periods, whilst aiming for capital growth over the long term (at least five years).
New Investment Objective: The objective of the fund is to provide income in excess of the income generated by the FTSE All Share TR Net Index, the “Benchmark Index”, measured before the deduction of any charges and over rolling five year periods, whilst aiming for capital growth over the long term (at least five years).
New Investment Objective: The objective of the fund is to provide income in excess of the income generated by the FTSE All Share TR Net Index, the “Benchmark Index”, measured before the deduction of any charges and over rolling five year periods, whilst aiming for capital growth over the long term (at least five years).
New Investment Objective: The objective of the fund is to provide income in excess of the income generated by the FTSE All Share TR Net Index, the “Benchmark Index”, measured before the deduction of any charges and over rolling five year periods, whilst aiming for capital growth over the long term (at least five years).
New name: L&G Pension Asian Income Fund G25
New Investment Objective: The objective of the fund is to provide income in excess of the income generated by the FTSE Asia Pacific ex-Japan TR Net Index, the “Benchmark Index”, measured before the deduction of any charges and over rolling five year periods, whilst aiming for capital growth over the long term (at least five years).
New name: L&G Life Active Sterling Corporate Bond Plus Fund
New objective: The objective of the Fund is to provide income and growth above those of the Markit iBoxx Sterling Corporate Bond Total Return Index (the “Benchmark Index”). The Fund aims to outperform the Benchmark Index by 1.00% per annum. This objective is before the deduction of any charges and measured over rolling three year periods.
New name: L&G Future World Sustainable UK Equity Fund
New Investment Objective: The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index, the (“Benchmark Index”). The Fund aims to outperform the Benchmark Index by 2% per annum, before the deduction of charges and measured over rolling three year periods.
