| Change Details | |
|---|---|
| Title | Close Asset Management (UK) Limited |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 28 April 2025 |
| Change Details | Manager/ACD & fund name changes |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Close Asset Management (UK) Limited |
| Type of change | Manager/ACD & fund name changes |
| Date effective from | 28 April 2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Manager and ACD name | New Manager and ACD name |
| Close Asset Management (UK) Limited | TrinityBridge Fund Management Limited |
| Current fund name | New fund name |
| Close Balanced Portfolio Close Conservative Portfolio Close Diversified Income Portfolio Close FTSE techMARK Close Growth Portfolio Close Managed Balanced Close Managed Conservative Close Managed Growth Close Managed Income Close Select Global Equity Close Sustainable Balanced Portfolio Close Sustainable Select Fixed Income Close Tactical Select Passive Balanced Close Tactical Select Passive Conservative Close Tactical Select Passive Growth |
TrinityBridge Balanced Portfolio TrinityBridge Conservative Portfolio TrinityBridge Diversified Income TrinityBridge FTSE techMARK TrinityBridge Growth Portfolio TrinityBridge Balanced Managed TrinityBridge Conservative Managed TrinityBridge Growth Managed TrinityBridge Managed Income TrinityBridge Select Global Equity TrinityBridge Sustainable Balanced TrinityBridge Select Fixed Income TrinityBridge Balanced Tactical Passive TrinityBridge Conservative Tactical Passive TrinityBridge Growth Tactical Passive |