Name change for the Scottish Equitable Schroder UK Corporate Bond fund

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From 26 October 2018, we’re changing the name of the Scottish Equitable Schroder UK Corporate Bond fund to the Scottish Equitable Schroder Sterling Corporate Bond fund. This applies across our pension and Aegon Retirement Choices (ARC) fund ranges.

In line with this, the fund’s short name, which appears on plan statements and online accounts, will also change. The changes are reflected in the table below:

Existing fund name

New fund name effective from 26 October 2018

Scottish Equitable Schroder UK Corporate Bond fund

Scottish Equitable Schroder Sterling Corporate Bond fund

Existing short name

New short name effective from 26 October 2018

SE SCHROD UK CORP BD  

SE SCHRD STR CORP BD

Existing ARC short name

New ARC short name effective from 26 October 2018

Scot Eq Schder UK Corp Bd Pn (ARC)

SE Schrd Sterling Corp Bd Pn (ARC)

Nothing else will change, the fund aims and objectives, fund manager, charges and Aegon risk rating remains the same.

Why we’re changing the fund name

Schroder, the underlying fund manager, has decided to change the fund name to give a more accurate representation of how the fund invests.

How this affects investors

Investors will start to notice the name change in our literature, fund factsheet and on our website from 26 October 2018. The change will be implemented gradually across our material, so you may notice both the old and new names in use for a time.

What do investors need to do?

Existing investors don’t need to do anything. If you’d like more information, please speak to your financial adviser. If you don’t have a financial adviser, you can find one in your area at unbiased.co.uk.