New Fund Name: OMR Invesco UK Equity Income (UK)
New Objective:
Aims to achieve income and capital growth over the long term (5 years plus). The fund invests at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK.
New Fund Name: OMR Invesco UK Equity High Income (UK)
New Objective:
To achieve a high level of income (greater than the income return of an average of share prices of all companies on the London Stock Exchange over a rolling 5 year period) and capital growth over the long term (5 years plus).
New Fund Name: OMR Quilter Investors UK Equity Growth (BlackRock)
New Fund Name: OMR Janus Henderson Global Technology Leaders
Default Alternative Fund: OMR Premier Monthly Income
New Fund Name: OMR Stewart Investors Asia Pacific Leaders Sustainability
Default Alternative Fund: OMR Quilter Investors Monthly Income & Growth Portfolio
Default Alternative Fund: OMR Invesco UK Growth (UK)
Default Alternative Fund: OMR Quilter Investors Monthly Income & Growth Portfolio
New Fund Name: OMR Invesco UK Opportunities (UK)
New Objective:
To achieve long-term (5 years plus) capital growth by investing at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK.
The fund typically holds a concentrated portfolio of 35 – 45 stocks.
