Investment Objective and Policy Updates

We have recently reviewed the information available to investors about our UK-based OEIC1 funds and, as a result, we’re updating a number of our fund investment objectives and policies. This will provide investors with additional information regarding our investment approach and what we are aiming to achieve for you. These updates will take effect from 7 August 2019.2

The glossary on our website has been updated to include terms used in the objectives, it can be found at

If you have any questions about the changes being made, or regarding your investments, please call us on 0800 953 0134.3

1 OEIC stands for open-ended investment company.
2 Fund Objective and Policy updates valid from 7 August 2019. All other information is as at 1 July 2019.
3 Please note we record calls for your protection and to improve our standards.