Changes to the Scottish Equitable Omnis funds

As of 16 February 2015, the names of the Scottish Equitable Omnis funds have been changed. The changes have been made to better reflect how the underlying funds are managed, and to bring them in line with the wider underlying Omnis fund range.

Nothing else has changed; the investment objectives, risk ratings and charges will stay the same.

The fund short names, which appear on customer statements, have also changed. These changes are shown in the table below.

Old full fund name New full fund name Old short name New short name
Scottish Equitable Omnis Advanced fund Scottish Equitable Omnis Multi-Manager Adventurous fund SE OMNIS ADVANCED SE OMNIS MM ADVENT
Scottish Equitable Omnis Balanced fund Scottish Equitable Omnis Multi-Manager Balanced fund SE OMNIS BALANCED SE OMNIS MM BAL
Scottish Equitable Omnis Cautious fund Scottish Equitable Omnis Multi-Manager Cautious fund SE OMNIS CAUTIOUS SE OMNIS MM CAUT
Scottish Equitable Omnis Distribution fund Scottish Equitable Omnis Multi-Manager Distribution fund SE OMNIS DISTN SE OMNIS MM DISTN
Scottish Equitable Omnis Threadneedle Advanced fund Scottish Equitable Omnis Managed Advanced fund SE OMNIS TNEEDLE ADV SE OMNIS MAN ADV
Scottish Equitable Omnis Threadneedle Balanced fund Scottish Equitable Omnis Managed Balanced fund SE OMNIS TNEEDLE BAL SE OMNIS MAN BAL
Scottish Equitable Omnis Threadneedle Cautious fund Scottish Equitable Omnis Managed Cautious fund SE OMNIS TNEEDLE CAU SE OMNIS MAN CAU

What current investors need to do?

Current investors don't need to do anything, only the fund names are changing, everything else will stay the same.