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| Change Details | |
|---|---|
| Title | YFS Whitman UK Small Cap Growth |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 04 November 2026 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Yealand Fund Services Limited |
| Fund Name | YFS Whitman UK Small Cap Growth |
| Type of change | Name & Objective Change |
| Date change effective from | 04/11/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| YFS Whitman UK Small Cap Growth | YFS Whitman UK Small Cap |
| 3. Investment objectives | |
| Previous objective | To achieve long term capital growth and to outperform the Deutsche Numis Smaller Companies (plus AIM ex Investment Companies) Index over rolling 5 year periods (after charges). |
| New objective | To achieve capital growth over the long term (at least 5 years). |