Changes to Portfolio Management Service strategy names

The names of the Portfolio Management Service changed 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 new names of the Portfolio Management Service strategies are as follows:

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

Original terms & conditions for the changed portfolios can be found on www.mandatumlife.fi.

For more information, contact our customer service at (8 5) 210 9390 or e-mail info@mandatumlife.lt.


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