| Change Details | |
|---|---|
| Title | CT North American Equity |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 31 March 2026 |
| Change Details | Name, objective & investment policy change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Columbia Threadneedle Fund Management Ltd |
| Fund Name | CT North American Equity |
| Type of change | Name, objective & investment policy change |
| Date change effective from | 31/03/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| CT North American Equity | CT North American Systematic Equity |
| 3. Investment objective & investment policy | |
| Current | To achieve capital growth, with some income, over the long term (at least 5 years). The fund invests at least 80% in shares of North American companies. North American companies are: companies which are listed, quoted or traded in the US or Canada; or companies which have their headquarters in the US or Canada; or companies which have a significant part of their activities in the US or Canada, but which are quoted on a regulated market outside of the US or Canada. The fund may be invested, at the investment manager’s discretion, in any combination of US and/or Canadian shares at any one time and in any industry sector. |
| New | To achieve capital growth with some income over the long term (5 years, or more). It also looks to outperform the FTSE World North America Net Tax Index (the “Index”) over rolling 3-year periods, after the deduction of charges. The fund is actively managed and invests at least 80% of its assets in shares of North American companies. In this respect, North American companies are considered to be those domiciled in the United States of America (US) or Canada, or which have significant US or Canadian business operations. The Investment Manager uses a systematic approach to provide exposure to companies across any economic or industry sector and, whilst there is no restriction on size, investment is usually in larger companies that comprise the Index. |