New Investment Objective:
To generate growth and income over the long term (5 years or more) by investing in European 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 Developed Europe 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. 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 Investment Objective:
To generate growth over the longer term (5 years or more) by investing in European smaller capitalisation equities (company shares). The fund aims to achieve a return in excess of the FTSE Developed Europe Small Cap 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. 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.
To generate growth over the long term (5 years or more) by investing in equities (company shares) worldwide. The Fund aims to achieve a return in excess of the MSCI AC World 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. 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: L&G abrdn Global Equity Fund
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in equities (company shares) worldwide. The Fund aims to achieve a return in excess of the MSCI AC World 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: AL 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 Investment Objective:
To generate growth over the long term (5 years or more) by investing in North American equities (company shares). The Fund aims to achieve a return in excess of the S&P 500 Index over rolling five years (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. 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: 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 Investment Objective:
To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The Fund aims to achieve a return in excess of the Deutsche Numis Smaller Companies Plus AIM ex Investment Companies 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 Investment Objective:
To generate income and some growth over the long term (5 years or more) by investing in Sterling-denominated investment grade corporate bonds. The Fund aims to be top quartile within the fund’s peer group, defined as the Investment Association Sterling Corporate Bond Sector, 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. 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 Investment Objective:
To generate income and some growth over the medium to long term (3 to 5 years) by investing in UK Government bonds with a maturity of up to five years. The Fund aims to achieve a return in excess of the FTSE Actuaries UK Conventional Gilts (1-5 Years) Index over rolling three 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. 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.
