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| Change Details | |
|---|---|
| Title | Schroder MM Diversity |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 18 September 2026 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Schroder Unit Trusts Limited |
| Fund Name | Schroder MM Diversity |
| Type of change | Name & Objective Change |
| Date change effective from | 18/09/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Schroder MM Diversity | Schroder Diversity Real Return |
| 3. Investment objectives | |
| Previous objective | To provide capital growth in excess of the UK Consumer Price Index (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets worldwide. There is no guarantee that this objective will be met and your capital is at risk. |
| New objective | To provide capital growth in excess of inflation (as measured by the UK Consumer Price Index) (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets worldwide. There is no guarantee that this objective will be met and your capital is at risk. The fund adopts a “Diversity” approach, investing across a diverse mix of asset classes, geographies and strategies whose risk and return characteristics differ, each providing different sources of return. |