29.11.2016

Changes to Portfolio Management Service strategy names

The names of the Portfolio Management Service strategies will change on 2 December 2016. At the same time, we will be adjusting our equity weight limits. Following the changes, the names of the strategies will more clearly reflect the equity weights of the strategies.

For example, Portfolio Management Service Balanced will become Portfolio Management Service 50, where the number ‘50’ indicates that the strategic weight of other than fixed income investments is an average of 50 per cent in the long run.

The change does not require any measures from the customer and the Portfolio Management Service’s investment operations will continue as before.

The names of the Portfolio Management Service strategies will change as follows:

ML Portfolio Management Service Defensive > ML Portfolio Management Service Fixed Income
ML Portfolio Management Service Conservative > ML Portfolio Management Service 25
ML Portfolio Management Service Balanced > ML Portfolio Management Service 50
ML Portfolio Management Service Growth > ML Portfolio Management Service 80
ML Portfolio Management Service Aggressive > ML Portfolio Management Service Equity

For more information, contact our customer service at +358 200 31100 (local network fee/mobile fee) from Monday to Thursday between 8 am and 6 pm and on Fridays between 8 am and 5 pm.