| Change Details | |
|---|---|
| Title | 7IM Sustainable Balance |
| Type | Name Changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 02 April 2025 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Seven Investment Management LLP |
| Fund Name | 7IM Sustainable Balance |
| Type of change | Name, Investment Objective & Policy Change |
| Date change effective from | 02.04.2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| 7IM Sustainable Balance | 7IM Responsible Balanced |
| 3. Investment objective and policy | |
| Seven Investment Management LLP will be amending the investment objective and policy to comply with the requirements for funds that have sustainability characteristics but have not adopted a sustainability label. | |