| Change Details | |
|---|---|
| Title | Legal & General (Unit Trust Managers) Limited |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited, Quilter Investment Platform Limited |
| Effective Date | 17 March 2025 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Legal & General (Unit Trust Managers) Limited |
| Fund Name | L&G Future World Climate Change Equity Factors Index |
| Type of change | Name & Objective Change |
| Date change effective from | 17/03/2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| L&G Future World Climate Change Equity Factors Index | L&G Future World Global Multi-Factor ESG Tilted and Optimised Index |
| 3. Investment objectives | |
| Previous objective | To track the performance of the FTSE All-World ex CW Climate Balanced Factor Index (the "Benchmark Index") on a net total return basis before fees and expenses are applied. Therefore, the fund’s performance may differ from the Benchmark Index due to the deduction of fees and expenses and the impact of any tracking error factors. The methodology of the Benchmark Index is designed to reflect the performance of a global and diversified basket of shares in companies where their weights are varied (i) to achieve balanced exposures to certain equity factors being value, quality, low volatility and size and (ii) to account for risks and opportunities associated with climate change. |
| New objective | To track the performance of the iSTOXX L&G Global Multi Factor ESG Index (the "Benchmark Index") on a net total return basis before fees and expenses are applied. Therefore, the fund’s performance may differ from the Benchmark Index due to the deduction of fees and expenses and the impact of any tracking error factors. Sustainability investment labels help investors find products that have a specific sustainability goal. This product does not have a UK sustainability investment label in accordance with the FCA’s Sustainability Disclosure Requirements as it does not have a specific sustainability objective in its investment objective, which is a requirement for a sustainability investment label. However, this fund and the benchmark index that the fund replicates apply environmental, social and governance criteria. |