| Change Details | |
|---|---|
| Title | Sarasin & Partners LLP |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 26 March 2025 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Sarasin & Partners LLP |
| Fund Name | Sarasin IE Sustainable Global Real Estate Equity |
| Type of change | Name & investment policy changes |
| Date change effective from | 26/03/2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Sarasin IE Sustainable Global Real Estate Equity | Sarasin IE Thematic Global Real Estate Equity |
| 3. Investment Policy Change | |
| Previous | The Trust will seek to achieve its investment objective mainly through investment in a broad portfolio of international real estate investment trusts (REITs), other closed-ended property related funds and equity securities of companies whose activities are concentrated mainly in the real estate sector. Such companies will be involved in land development or will earn income from letting land or properties which take ecological and social sustainability issues into account in their business operations. The REITs, equities or closed-ended funds in which the Trust may invest will be principally quoted on a Regulated Market. |
| New | The Trust will seek to achieve its investment objective mainly through investment in a broad portfolio of international real estate investment trusts (REITs), other closed-ended property related funds and equity securities of companies whose activities are concentrated mainly in the real estate sector. The REITs, equities or closed-ended funds in which the Trust may invest will be principally quoted on a Regulated Market. The Trust will assess and score the environmental, social and governance profile of each investee entity in the real estate sector, on the basis of their climate strategy, use of building materials, the ecological efficiency of its operations, and their management of biodiversity, using a variety of quantitative data inputs. Only those in the top 50% in this scoring, therefore considered to have an above average ESG profile relative to others in the real estate sector, will be considered eligible for the Trust to invest in. |