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BlackRock Global Equity
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Objective change
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Skandia Investment Solutions and Skandia Life and Pensions
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28 May 2012
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New objective: Seeks to achieve long-term capital growth from investment primarily in a global portfolio of equity securities. The Fund's assets will generally be invested in equity securities of companies domiciled in, or exercising a significant part of their economic activity in, developed markets.
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New Objective and policy: To achieve an income in excess of that of the MSCI World Index with the potential for long-term capital growth. The fund will invest principally in global equities.
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Please note:
this fund is also changing it's name to Henderson Global Equity Income.
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M&G Global Leaders Fund
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Objective change
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Skandia Investment Solutions and Skandia Life and Pensions
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19 Apr 2012
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New onjective: To maximise long term total return (the combination of income and growth of capital) by investing in a wide range of global equities that the fund manager considers to be, or have the potential to be, leading in their field in terms of improving shareholder value.
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M&G Emerging Markets Bond Investment
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Policy change
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Skandia Investment Solutions
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19 Apr 2012
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New objective: To achieve long term total return (capital growth and income) through a diverse portfolio of both UK and overseas investments.
Policy Change: The fund group is proposing to allow the fund to invest in derivatives for investment purposes.
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Please note:
this fund is also changing it's name and AMC.
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Please note:
the investment objective will not be changing.
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New objective: To maximise current income consistent with preservation of principal and liquidity by the maintenance of a portfolio of high quality short-term money market instruments. These types of securities, instruments and obligations may be issued by both UK and non-UK issuers, but shall be denominated in sterling. The return and/or the value of the fund may fluctuate with changes in interest rates and there is a possibility of default of underlying assets and reducing capital values.
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Please note:
the TER will be increasing from 0.00% to 0.10% in line with the new Skandia Deposit Fund.
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New objective: To produce an income in excess of the benchmark as well as the potential for capital appreciation.
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Please note:
This fund also changes name on 01/03/2012 to Martin Currie European Equity Income.
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Skandia Emerging Market Debt (Signature) Fund
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Objective change
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Skandia Investment Solutions and Skandia Life and Pensions
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30 Jan 2012
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New objective: To achieve asset growth through investment in a well-diversified portfolio of fixed and variable rate debt securities issued in Emerging Markets.
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Fulcrum Alternative Beta Plus Daily Fund
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Objective change
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Skandia Investment Solutions and Skandia Life and Pensions
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27 Jan 2012
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New objective: To deliver returns from diversified liquid risk premia (alternative beta) and trading strategies (alpha) which have a low correlation to the traditional asset classes of equities, bonds and commodities.
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