| Change Details | |
|---|---|
| Title | KBI Global Resource Solutions |
| Type | Name Changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 01 May 2025 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Amundi Ireland Limited |
| Fund Name | KBI Global Resource Solutions |
| Type of change | Name & Objective Change |
| Date change effective from | 1 May 2025 |
| Is the event subject to shareholder approval? | Yes - Approved 15th April |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| KBI Global Resource Solutions | KBI Global Solutions |
| 3. Investment objectives | |
| Previous objective | To generate the highest possible return for its shareholders by investing primarily in equity and equity-related securities of international companies involved in environmental sectors. The fund will invest primarily, either directly or indirectly (through investment in underlying collective investment schemes) in equity and equity-related securities of companies listed or traded on Recognised Exchanges worldwide and that operate in environmental sectors which, in the opinion of the Investment Manager, on an aggregate portfolio basis, generate a substantial proportion of their turnover from and operate on a sustainable basis in the environmental sector by providing solutions to environmental challenges, including but not limited to, infrastructure and technological advancement of water, energy efficiency, energy transition, waste management and recycling, agribusiness and carbon trading. |
| New objective | To generate the highest possible return for its shareholders by investing primarily in equity and equity-related securities of international companies involved in providing environmental or social solutions. The fund will invest primarily, either directly or indirectly (through investment in underlying collective investment schemes), in equity and equity-related securities (including, but not limited to, warrants, convertibles, rights which are issued by a company to allow holders to subscribe for additional securities issued by that company, ADRs and GDRs) of companies listed or traded on Recognised Exchanges worldwide which, in the opinion of the Investment Manager, on an aggregate portfolio basis, operate on a sustainable basis by generating a substantial proportion of their turnover from providing solutions to one or more environmental and/or social challenges. Examples of such challenges include but are not limited to climate change, environmental degradation, inequality, insecurity, and access to water, clean energy, waste management, nutrition, health and wellbeing products or services. |