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Fund name changes – Old Mutual Global Investors funds

With effect from 1 October 2018 all Old Mutual Global Investor (“OMGI”) funds will undergo a name change following a private equity firm backed management buyout in June 2018. OMGI funds will be known as Merian Global Investors funds going forward.

Impacts on
these guided-architecture products

Impacts on
open architecture products including

  • PIMS
  • Choice
  • Select

Funds available in our open-architecture products

Various funds in our open-architecture products will be subject to a fund name change.

 

Funds available in our guided-architecture products

The Old Mutual North Corporate Bond Fund, Old Mutual American Equity Fund and Old Mutual UK Smaller Companies Fund can be found in our Kudos range. A comparison of the current fund name and the revised changes that will be applied to the fund are detailed in the table below.

 

How will these changes impact the funds?

There will be no change to the funds' investment objectives and policies, or the fees and charges you pay as an investor.

 

Current fund nameNew fund name

Old Mutual Corporate Bond "A" (GBP) ACC 

Old Mutual North American Equity "A" (GBP) ACC 

Old Mutual UK Smaller Companies "A" (GBP) Acc

Merian Corporate Bond "A" (GBP) ACC 

Merian North American Equity "A" (GBP) ACC 

Merian UK Smaller Companies "A" (GBP) Acc

 

 

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For more information about Neptune Investment Management visit www.merian.com

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