| Change Details | |
|---|---|
| Title | EdenTree Responsible and Sustainable Multi-Asset |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 28 March 2025 |
| Change Details | Name & Investment Policy Change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | EdenTree Investment Management Limited |
| Fund Name | EdenTree Responsible and Sustainable Multi-Asset Balanced EdenTree Responsible and Sustainable Multi-Asset Cautious EdenTree Responsible and Sustainable Multi-Asset Growth |
| Type of change | Name & Investment Policy Change |
| Date change effective from | 28 March 2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| EdenTree Responsible and Sustainable Multi-Asset Balanced | EdenTree Multi-Asset Balanced |
| EdenTree Responsible and Sustainable Multi-Asset Cautious | EdenTree Multi-Asset Cautious |
| EdenTree Responsible and Sustainable Multi-Asset Growth | EdenTree Multi-Asset Growth |
| 3. Investment Policy Change | |
| EdenTree will be amending the investment policy to comply with the requirements for funds that have sustainability characteristics but have not adopted a sustainability label. | |