| Change Details | |
|---|---|
| Title | Threadneedle Management Luxembourg S.A |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 28 April 2025 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Threadneedle Management Luxembourg S.A |
| Fund Name | CT (Lux) Pan European ESG Equities |
| Type of change | Name & Objective Change |
| Date change effective from | 28/04/2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| CT (Lux) Pan European ESG Equities | CT (Lux) Pan European Equities |
| 3. Investment objectives | |
| Previous objective | To achieve capital appreciation through investment in companies with strong or improving environmental, social and governance (ESG) characteristics. The Portfolio invests principally in the equity securities of large companies domiciled in Europe or with significant European activities. The Portfolio may further invest in the equity securities of European Smaller Companies and Money Market Instruments. The Investment Manager promotes environmental and social characteristics by investing in companies that demonstrate strong or improving ESG characteristics. In addition, the Investment Manager ensures that the companies in which the Portfolio invests follow good governance practices. |
| New objective | To achieve capital appreciation by investing principally in the equity securities of large companies domiciled in Europe or with significant European activities. The Portfolio may further invest in the equity securities of European Smaller Companies and Money Market Instruments. The Investment Manager promotes environmental and social characteristics by integrating a range of responsible investment measures into the investment decision-making process, as well as ensuring that the companies in which the Portfolio invests follow good governance practices. |