| Change Details | |
|---|---|
| Title | EdenTree Investment Management Limited |
| Type | Name Changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 28 March 2025 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | EdenTree Investment Management Limited |
| Fund Name | EdenTree Responsible and Sustainable UK Equity EdenTree Responsible and Sustainable European Equity EdenTree Responsible and Sustainable Global Equity EdenTree Responsible and Sustainable Managed Income EdenTree Responsible and Sustainable UK Equity Opportunities EdenTree Responsible and Sustainable Short Dated Bond EdenTree Responsible and Sustainable Sterling Bond |
| Type of change | Name & Investment Policy Change |
| Date change effective from | 28 March 2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| EdenTree Responsible and Sustainable UK Equity EdenTree Responsible and Sustainable European Equity EdenTree Responsible and Sustainable Global Equity EdenTree Responsible and Sustainable Managed Income EdenTree Responsible and Sustainable UK Equity Opportunities EdenTree Responsible and Sustainable Short Dated Bond EdenTree Responsible and Sustainable Sterling Bond |
EdenTree UK Equity EdenTree European Equity EdenTree Global Equity EdenTree Managed Income EdenTree UK Equity Opportunities EdenTree Short Dated Bond EdenTree Sterling Bond |
| 3. Investment Policy Change | |
| EdenTree amended the investment policy to comply with the requirements for funds that have sustainability characteristics but have not adopted a sustainability label. | |