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Changes to the Old Mutual Spectrum range of funds

20 June 2017

We’ve been advised by Old Mutual that there will be changes to the Spectrum fund range in July 2017. These changes only affect funds on the Zurich Intermediary Platform.

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1 July

There will be changes to the fund objective, Ongoing Charge Fee and name for the following funds:

Fund name Citicode ISIN
Old Mutual Spectrum 3 A Acc GBP BLO6 GB00B2Q7X434
Old Mutual Spectrum 3 R Acc GBP Clean GVZZ GB00B8RYMT36
Old Mutual Spectrum 3 U1 Acc GBP Clean GW00 GB00B73MGD66
Old Mutual Spectrum 4 A Acc GBP BLO7 GB00B2Q7WY69
Old Mutual Spectrum 4 R Acc GBP Clean GW0A GB00B83XQD69
Old Mutual Spectrum 4 U1 Acc GBP Clean GW0B GB00B8857567
Old Mutual Spectrum 6 A Acc GBP BLO9 GB00B2Q7WW46
Old Mutual Spectrum 6 R Acc GBP Clean GW0E GB00B8HHRQ45
Old Mutual Spectrum 6 U1 Acc GBP Clean GW0F GB00B88LG353
Old Mutual Spectrum 7 A Acc GBP BLP0 GB00B2Q7X657
Old Mutual Spectrum 7 R Acc GBP Clean GW0G GB00B8KS5L57
Old Mutual Spectrum 7 U1 Acc GBP Clean GW0H GB00B8NXQ585

For more information, you can download the fund manager’s notification here.


7 July

The following funds will merge:

Fund name Citicode ISIN OCF
Old Mutual Spectrum 5 A Acc GBP BLO8 GB00B2Q7WX52 1.93
Old Mutual Spectrum 5 R Acc GBP Clean GW0C GB00B3PF8Q23 1.18
Old Mutual Spectrum 5 U1 Acc GBP Clean GW0D GB00B8HV1194 1.13

INTO


Fund name Citicode ISIN OCF
Old Mutual Spectrum 6 A Acc GBP BLO9 GB00B2Q7WW46 1.85
Old Mutual Spectrum 6 R Acc GBP Clean GW0E GB00B8HHRQ45 1.10
Old Mutual Spectrum 6 U1 Acc GBP Clean GW0F GB00B88LG353 0.95


Fund name Citicode ISIN OCF
Old Mutual Spectrum 8 A Acc GBP BLP1 GB00B2Q7X541 2.00
Old Mutual Spectrum 8 R Acc GBP Clean GW0I GB00B3PMBF36 1.25

INTO


Fund name Citicode ISIN OCF
Old Mutual Spectrum 7 A Acc GBP BLP0 GB00B2Q7X657 1.85
Old Mutual Spectrum 7 R Acc GBP Clean GW0G GB00B8KS5L57 1.10

You can download the fund manager’s notification here: