The page you were trying to view is not available for your role.
| Change Details | |
|---|---|
| Title | Schroder Worldwide Equity Portfolio |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited, Quilter Investment Platform Limited |
| Effective Date | 01 September 2026 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Schroder Unit Trusts Limited |
| Fund Name | Schroder Worldwide Equity Portfolio |
| Type of change | Name & Objective Change |
| Date change effective from | 01/09/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Schroder Worldwide Equity Portfolio | Schroder MPS Worldwide Equity Portfolio |
| 3. Investment objectives | |
| Previous objective | To provide capital growth in excess of a composite benchmark consisting of 60% MSCI ACWI (Net Total Return) (GBP) index and 40% MSCI ACWI Ex USA (Net Total Return) (GBP) index (after fees have been deducted) over any five to seven year period by investing in equity and equity related securities of companies worldwide. |
| New objective | To provide capital growth in excess of the MSCI ACWI (Net Total Return) (GBP) index (after fees have been deducted) over any five to seven year period by investing in equity and equity related securities of companies worldwide. |