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L&G Active Sterling Corporate Bond

Change Details
Title L&G Active Sterling Corporate Bond
Type Other events
Companies Impacted Quilter Life & Pensions Limited Quilter Investment Platform Limited
Effective Date 18 December 2026
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 Active Sterling Corporate Bond
Type of change Objective change
Date change effective from 18/12/2026
Is the event subject to shareholder approval? No
2. Investment objectives  
Previous objective New Objective
To provide income and growth above those of the Markit iBoxx Sterling Corporate Bond Total Return Index, the “Benchmark Index”. The fund aims to outperform the Benchmark Index over rolling
three year periods after the deduction of all fees and expenses.

The fund is actively managed and will invest at least 80% in investment grade corporate bonds denominated in Sterling or hedged back to Sterling with minimum credit ratings of BBB at the time of purchase. These are bonds with a credit rating from a nationally recognised statistical rating organisation (NRSRO).		 To provide income and growth above those of the iBoxx GBP Non-Gilts Index, the “Benchmark Index”. The fund aims to outperform the Benchmark Index over rolling three year periods after the deduction of all fees and expenses.

The fund is actively managed and will invest at least 80% in investment grade corporate bonds denominated in Sterling or hedged back to Sterling with minimum credit ratings of BBB at the time of purchase. These are bonds with a credit rating from a nationally recognised statistical rating organisation (NRSRO). These bonds may be backed by specific assets or pools of assets, including asset-backed securities (ABS) and mortgage-backed securities (MBS). The fund is expected to have only limited exposure to these types of bonds.

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