Changes to the Scottish Equitable Omnis funds04 March 2015
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.