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| Change Details | |
|---|---|
| Title | CPR Invest Global Disruptive Opportunities |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 03 August 2026 |
| Change Details | Investment objective & policy change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Amundi (UK) Limited |
| Fund Name | CPR Invest Global Disruptive Opportunities |
| Type of change | Investment objective & policy change |
| Date change effective from | 03/08/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Investment objectives | |
| Previous objective | New Objective |
| To outperform global equity markets over the recommended holding period (at least 5 years) by investing in shares of companies which either establish or benefit – fully or partly – from disruptive business models. The investment strategy it to select Companies’ securities which are game changers. i.e. innovative companies which create a new market (new products, services, solutions, distribution channels) that can challenge and finally overtake existing business models. |
To outperform the MSCI World Growth Net Return Index over the recommended holding period (at least 5 years) by investing in shares of companies which either establish or benefit – fully or partly – from disruptive business models. The investment strategy it to select Companies’ securities which are game changers. i.e. innovative companies which create a new market (new products, services, solutions, distribution channels) that can challenge and finally overtake existing business models. Such companies are grouped in the following pillars: - Artificial Intelligence: Infrastructure (companies engaging in the physical infrastructure building required for the development of artificial intelligence), enablers (companies providing applications or services that enable artificial intelligence) and adopters (companies that are adopting artificial intelligence technologies for their products and/or services). - Robotics: Companies providing or related to the development of autonomous systems - Security: Companies providing or related to the development of digital and physical protection systems and services - New energy: Companies engaged in the development of energy efficiency and clean tech solutions - Advanced healthcare: Biotech and medical innovators |