December 2016 review - investment approach changes

OEIC funds

Old investment approach

 

New investment approach

European Growth (SWOEG)

Adventurous

Specialist

SWUTM Gilt (SWOGT)

Cautious

Balanced

Life and pension funds

Old investment approach

 

New investment approach

SWUTM UK Smaller Cos (SWOSC)

Adventurous

Specialist

Artemis UK Smaller Cos (PRB)

Adventurous

Specialist

BlackRock UK Smaller Cos (PXC)

Adventurous

Specialist

Liontrust UK Smaller Cos (PLK)

Adventurous Specialist

Schroder UK Smaller Cos (PUC)

Adventurous Specialist

Schroder UK Mid250 (PUJ)

Adventurous Specialist

SSgA Europe ex UK Equity (PDZ)

Adventurous Specialist

SSgA UK Conventional Gilts Over 15 years (PCZ)

Balanced Progressive

SW Fixed Interest (PFI)

Cautious Balanced

SW UK Fixed Tracker (SWOFI)

Cautious Balanced

Schroder Gilt & FI (PUI)

Cautious Balanced

Payden Absolute Return Bond (PAZ)

Balanced Progressive

MM Select Boutiques (PMS)

Adventurous Progressive

Adventurous Solution (SWOAD)

Adventurous Progressive