| Change Details | |
|---|---|
| Title | FP Foresight Sustainable Real Estate Securities |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 26 February 2026 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | FundRock Partners Limited |
| Fund Name | FP Foresight Sustainable Real Estate Securities |
| Type of change | Objective change |
| Date change effective from | 26/02/2026 |
| Is the event subject to shareholder approval? | Yes, approved |
| 2. Investment objectives | |
| Previous objective | New Objective |
| To provide an income yield of 4% net of fees with a secondary objective to achieve capital growth over a rolling 5 year period by investing in companies whose primary business interest is in physical real estate and which provide environmental and/or social benefits. | To achieve capital and income growth over a rolling five-year period, by outperforming the FTSE EPRA NAREIT Developed Net TRI GBP index (TRNGLG index) on a total return basis after deducting fees. There is no guarantee that this will be achieved over the specified time period, or any time period, and your capital is at risk. The Fund aims to achieve its investment objective by investing in companies whose primary business interest is in physical real estate and which provide environmental and/or social benefits. |