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Changes to the PanBALANCED fund

21 November 2016

We've been told that changes have been proposed for the PanBALANCED B Acc fund. These changes are subject to a shareholder vote on 29 November and will take effect on 1 December if the proposal is approved.


Change of name

The fund will change its name to MI Charles Stanley Multi Asset 4


The fund will move from half yearly to quarterly distributions

New share class

A new A share class will be launched on 1 December. All new investors will need to invest in the A share class which means that on the Zurich Intermediary platform, the B share class has been updated to Sell Only. The A share class will be added to platform as soon as possible after 1 December.

Investment objective

The current investment objective is:

The Fund will aim to achieve a combination of capital growth and income by investing in a range of bond and equity investments. The risk exposure will be balanced according to the market conditions and diversified by taking a global approach over the medium to long term.'

The new objective from 1 December will be:

'The Fund will aim to achieve a combination of capital growth and income by investing over the medium to long term. The Fund will aim for gross returns over an entire market cycle (5 years) in excess of 3% + inflation (as currently measured by the Consumer Price Index). There is no guarantee that this return will be achieved over that, or any, time period, and investors should note that capital is at risk.'


The Ongoing Charges for the PanBalanced fund (to be known as MI Charles Stanley Multi-Asset 4) will increase from 0.84% to 0.95% on 1 December.

For more information, please download the following document.