Changes to Scottish Equitable and Aegon Old Mutual funds

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We’re changing the names of our Scottish Equitable & Aegon Old Mutual funds. These changes will be effective from 21 December 2018 and apply to our pension, Aegon Retirement Choices (ARC) and Aegon One Retirement (AOR) ranges.

Please find an overview of the changes in the tables below. 

Please note: nothing else about the funds will change; the investment objectives, risk ratings and charges will remain the same.

Why we’re making these changes

The underlying fund manager, Old Mutual Global Investors, has made the decision to change its name to Merian Global Investors. In line with this change, it’s also updating the names of all its funds.

To ensure consistency for customers, we’re also changing our fund names to match the underlying fund names. The fund short names, which appear on plan statements, will also change to reflect this. These changes will be implemented gradually across our material, so you may notice both the old and new names in use for a time.

What current investors need to do

Current investors don't need to do anything, only the fund names will change, everything else will remain the same.

The changes in more detail

Pension funds
Existing name Existing short name New name New short name
Scottish Equitable Old Mutual Global Strategic Bond fund SE OM GLBL BOND FUND Aegon Merian Global Strategic Bond fund AGN MER GBL BND FUND
Scottish Equitable Old Mutual UK Smaller Companies fund SE OM UK SMALLER COS Aegon Merian UK Smaller Companies fund AGN MER UK SMALL COS

Source: Aegon UK

 

Aegon Retirement Choices (ARC) funds
Existing name Existing short name New name New short name
Scottish Equitable Old Mutual Global Strategic Bond fund (ARC) ARC SE OM GL STR BD Aegon Merian Global Strategic Bond fund (ARC) ARC AGN MER GL ST BD
Scottish Equitable Old Mutual UK Smaller Companies fund (ARC) ARC SE OM UK SML COS Aegon Merian UK Smaller Companies fund (ARC) ARC AGN MER UK SM CO

Source: Aegon UK

Aegon One Retirement (AOR) funds
Existing name Existing short name New name New short name
Aegon Old Mutual Asia Pacific (AOR) AOR AGN OM ASIA PAC Aegon Merian Asia Pacific (AOR) AOR AGN MER ASIA PAC
Aegon Old Mutual Corporate Bond (AOR) AOR AGN OM COR BOND Aegon Merian Corporate Bond (AOR) AOR AGN MER COR BOND
Aegon Old Mutual European Equity (ex-UK) (AOR) AOR AGN OM EUROEQXUK Aegon Merian European Equity (ex-UK) (AOR) AOR AGN MER EUREQXUK
Aegon Old Mutual Global Emerging Markets (AOR) AOR AGN OM GBL EM Aegon Merian Global Emerging Markets (AOR) AOR AGN MER GBL EM
Aegon Old Mutual Global Equity (AOR) AOR AGN OM GBL EQ Aegon Merian Global Equity (AOR) AOR AGN MER GBL EQ
Aegon Old Mutual Monthly Income Bond (AOR) AOR AGN OM MTHINC BD Aegon Merian Monthly Income Bond (AOR) AOR AGN MER MTHIN BD
Aegon Old Mutual North American Equity (AOR) AOR AGN OM N AMER EQ Aegon Merian North American Equity (AOR) AOR AGN MER N AME EQ
Aegon Old Mutual UK Alpha (AOR) AOR AGN OM UK ALPHA Aegon Merian UK Alpha (AOR) AOR AGN MER UK ALPHA
Aegon Old Mutual UK Equity Income (AOR) AOR AGN OM UK EQ INC Aegon Merian UK Equity Income (AOR) AOR AGN MER UK EQ IN
Aegon Old Mutual UK Mid-Cap (AOR) AOR AGN OM UK MIDCAP Aegon Merian UK Mid-Cap (AOR) AOR AGN MER UKMIDCAP

Source: Aegon UK