December 2016 review – investment approach changes

OEIC 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 Specialist
Schroder Gilt & FI (PUI) Cautious Specialist
Payden Absolute Return Bond (PAZ) Balanced Progressive
MM Select Boutiques (PMS) Adventurous Progressive
Adventurous Solution (SWOAD) Adventurous Progressive