Gartmore sale to Henderson
Gartmore Investment Ltd was bought by Henderson Global Investors Ltd on 4 April 2011.
The sale will result in a number of changes to the Gartmore funds, which will see new fund names and proposed fund mergers. Some of these changes have already started and Henderson expects to have finished all the changes by the end of August 2011.
This page will give you regular updates on all changes, as they happen.
We’ll update it each time:
- we write to you about a change in your Standard Life funds
- we receive confirmation from Henderson that the change has taken place
We’ll also add a summary of all the changes at the end of August 2011.
Table showing affected Standard Life funds
Changes to these funds will be made up until August 2011.
| Fund Name | Fund Type | Fund Code | Change(s) |
|---|---|---|---|
| SL Gartmore Cautious Managed Life Fund | Life | RG | Name change |
| SL Gartmore Selected Opportunities Life Fund | Life | K8 | Name change |
| SL Gartmore US Opportunities Life Fund |
Life | LV | Name change |
| SL Gartmore Cautious Managed Pension Fund |
Pension | NS | Name change |
| SL Gartmore Emerging Markets Opportunities Pension Fund |
Pension | C8 |
Name change |
| SL Gartmore European Select Opportunities Pension Fund |
Pension | KK | Name change |
| SL Gartmore Fixed Interest Pension Fund |
Pension | NT | Change of fund manager and proposed merger |
| SL Gartmore Fixed Interest Life Fund |
Life | YI | Change of fund manager and proposed merger |
| SL Intl Gartmore Cautious Managed Fund |
International bond | T9 | Name change |
| SL Intl Gartmore European Selected Opportunities Fund |
International bond | TN | Name change |
Confirmed changes as they happen
August 2011
The following funds merged on 12 August 2011:
| Fund Name before | Existing Fund code | Merging into | New Fund Code |
|---|---|---|---|
| SL Gartmore Fixed Interest Pension Fund | NT | SL Henderson Sterling Bond Pension Fund | 1S |
| SL Gartmore Fixed Interest Life Fund | YI | SL Henderson Sterling Bond Life Fund | 8V |
July 2011
The following names changed on 10 July 2011:
| Fund Name before | Fund Type | Fund code | New Fund Name |
|---|---|---|---|
| SL Gartmore Cautious Managed Life Fund |
Life | RG | SL Henderson Cautious Managed Life Fund |
| SL Gartmore Selected Opportunities Life Fund |
Life | K8 | SL Henderson Selected Opportunities Life Fund |
| SL Gartmore US Opportunities Life Fund |
Life | LV | SL Henderson US Opportunities Life Fund |
| SL Gartmore Cautious Managed Pension Fund |
Pension | NS | SL Henderson Cautious Managed Pension Fund |
| SL Gartmore Emerging Markets Opportunities Pension Fund |
Pension | C8 | SL Henderson Emerging Markets Opportunities Pension Fund |
| SL Gartmore European Select Opportunities Pension Fund |
Pension | KK | SL Henderson European Select Opportunities Pension Fund |
| SL Intl Gartmore Cautious Managed Fund |
International Bond | T9 | SL Intl Henderson Cautious Managed Fund |
| SL Intl Gartmore European Selected Opportunities Fund |
International Bond | TN | SL Intl Henderson European Selected Opportunities Fund |
April 2011
The SL Gartmore Fixed Interest Pension and Life Funds invest in the underlying Gartmore Fixed Interest Fund. This fund is now managed by fund managers at Henderson. The switch took place on 25 April 2011.
| Standard Life Fund name | Fund type | Fund code | New Henderson fund manager |
|---|---|---|---|
| SL Gartmore Fixed Interest Pension Fund | Pension | NT | Stephen Thariyan & Philip Payne |
| SL Gartmore Fixed Interest Life Fund |
Life | YI | Stephen Thariyan & Philip Payne |
Please visit Henderson’s website if you want to know more about the sale of Gartmore to Henderson.
