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| Change Details | |
|---|---|
| Title | TM Cerno Select |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 03 November 2026 |
| Change Details | Name & objective change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Thesis Unit Trust Management Limited |
| Fund Name | TM Cerno Select |
| Type of change | Name & Objective Change |
| Date change effective from | 3 November 2026 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| TM Cerno Select | TM Cerno Foundation |
| 3. Investment objectives | |
| Previous objective | To achieve a return (income and capital) in excess of the UK Consumer Price Index (CPI) plus 3%, net of fees, over a long term period (5 years). There is no guarantee that the above return will be achieved over that, or any, time period. Investors should note that, notwithstanding the objective, capital is in fact at risk. The assets in which the fund may invest will be equities, fixed income investments (e.g. corporate and government bonds), eligible alternatives and other transferable securities, money market instruments, deposits, cash and near cash investments and derivatives. |
| New objective | To achieve a return (income and capital), net of fees, over a long term period (5 years). The assets in which the fund may invest will be equities, fixed income investments (e.g. corporate and government bonds), eligible alternatives and other transferable securities, money market instruments, deposits, cash and near cash investments and derivatives. The term "Foundation" in the fund's name reflects that the fund is intended to be a strong foundation for investors who want a single investment in a diversified fund with multi-asset exposure. The fund can also be integrated effectively within a wider portfolio strategy for investors seeking additional diversification. |