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Fund updates

Changes to funds are a common occurrence, however these can often go unnoticed. For this reason, we have summarised some of the more recent name changes for a selection of high profile funds.

Fund name changes:

  • 23rd October 2017
      Invesco Perpetual Childrens
      Invesco Perpetual UK Companies
  • 23rd October 2017
      Rathbone Recovery
      Rathbone UK Opportunities
  • 17th November 2017
      M&G Global Basics
      M&G Global Themes

Fund mergers:

  • 16th December 2017
      JPM Global Financials
      JPM Global Unconstrained

      JPM Global Property Securities
      JPM Global Unconstrained Equity

      JPM UK Equity & Bond Income
      JPM UK Higher Income
  • Uploaded - 15 January 2018

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Please remember that tax advantages of ISAs may be subject to future statutory change. Eligibility to invest in an ISA and the value of tax savings will depend on individual circumstances.

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