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| Change Details | |
|---|---|
| Title | Seven Investment Management LLP |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 27 October 2026 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Seven Investment Management LLP |
| Fund Names | 7IM Pathbuilder 1 7IM Pathbuilder 2 7IM Pathbuilder 3 |
| Type of change | Investment Objective and Policy Changes |
| Date change effective from | 27/10/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Investment objectives | |
| Current Investment Objective and Policy Extract | New Investment Objective and Policy Extract |
| 7IM Pathbuilder 1 | |
| To have an exposure of 45% to 90% of its assets to fixed interest securities (including cash gilts and global corporate bonds), primarily through indirect exposure which may be investment grade or sub-investment grade, and 5% to 50% to equities. These exposures are, however, expected to typically be around the middle of the stated ranges. | To have an exposure of 35% to 70% of its assets to fixed interest securities (including cash gilts and global corporate bonds), primarily through indirect exposure which may be investment grade or sub-investment grade, and 20% to 55% to equities. The exposures to individual asset classes will be variable across the stated ranges, determined by market conditions, to keep the fund to within its risk profile. |
| 7IM Pathbuilder 2 | |
| To have an exposure of 33% to 73% of its assets to fixed interest securities (including cash gilts and global corporate bonds), primarily through indirect exposure which may be investment grade or sub-investment grade, and 24% to 64% to equities. These exposures are, however, expected to typically be around the middle of the stated ranges. | To have an exposure of 15% to 50% of its assets to fixed interest securities (including cash gilts and global corporate bonds), primarily through indirect exposure which may be investment grade or sub-investment grade, and 40% to 75% to equities. The exposures to individual asset classes will be variable across the stated ranges, determined by market conditions, to keep the fund to within its risk profile. |
| 7IM Pathbuilder 3 | |
| To have an exposure of 44% to 84% of its assets to equities and 14% to 54% to fixed interest securities (including cash gilts and global corporate bonds), primarily through indirect exposure which may be investment grade or sub-investment grade. These exposures are, however, expected to typically be around the middle of the stated ranges. | To have an exposure of 60% to 95% of its assets to equities and 0% to 35% to fixed interest securities (including cash gilts and global corporate bonds), primarily through indirect exposure which may be investment grade or sub-investment grade. The exposures to individual asset classes will be variable across these ranges, determined by market conditions, to keep the fund to within its risk profile. |