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Protected Lifestyle Lebanon - Fund Updates

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Clarification of the investment objective and policy - MFS Meridian Global Total Return Fund - Published: 04 Jul 2018

With effect from 1 August 2018, MFS Meridian are clarifying the investment objective and policy of their Global Total Return fund.

Change of Name, Investment Objective and Policy - Schroder ISF Asian Bond Absolute Return Fund - Published: 27 Feb 2018

Schroders will be changing the strategy of the fund from absolute return to total return meaning a change to the funds' name and investment objective and policy. Changes are effective from 1 March 2018.

Fund Name Changes - Henderson and Janus Global Fund Ranges - Published: 20 Oct 2017

As a result of the recent merger of fund management companies Henderson and Janus, with effect from 15 December 2017 fund names will be updated with the new pre-fix “Janus Henderson”. This will encompass funds under the following umbrella structures; Henderson OEIC, Henderson Horizon Fund, Henderson Gartmore Fund and Janus Capital Funds.

Fund Closure - Templeton Shariah Asian Growth Fund - Published: 13 Oct 2017

Due to its small fund size, Franklin Templeton have announced the closure of the Templeton Shariah Asian Growth Fund on 12 December 2017. Affected policyholders have been written to regarding the action we will be taking ahead of the closure date.

Investment Policy Change - Pictet Asset Management various funds - Published: 16 Mar 2016

Effective 16 March 2016 Pictet has changed the investment policy for several of its funds including: Pictet Emerging local currency Debt, Pictet Timber, Pictet Premium Brands, Pictet Water and Pictet Asian local Currency Debt.

Fund Merger - Pictet Asset Management - Published: 07 Mar 2016

Effective 30 March 2016 Pictet Asset Management will merge their Absolute Return Global Diversified Fund with their Multi Asset Opportunities Fund. The Board of Directors of the Fund believe this to be in shareholders' best interests.

Fund Range Change - Protected Lifestyle Lebanon Policies - Published: 10 Feb 2016

On 18 March 2016 we will be making a significant change to the range of funds that existing Protected Lifestyle Lebanon policyholders can invest in. The changes will provide new investment opportunities. Letters to Policyholders have been issued via their relevant servicing advisers, notifying them of the change to the fund range. We will be taking some immediate action on 18 March 2016 with regard to existing holdings - click on this story for more details.