The page you were trying to view is not available for your role.
| Change Details | |
|---|---|
| Title | EPIC Financial Trends |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 14 April 2026 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | EPIC Markets (UK) LLP |
| Fund Name | EPIC Financial Trends |
| Type of change | Investment Manager, Name and AMC Change |
| Date effective from | 14/04/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Investment manager change details | |
| Current | New |
| EPIC Markets (UK) LLP | EPIC Investment Partners (Ireland) Limited |
| 3. Name change details | |
| Current Fund Name | New Fund Name |
| EPIC Financial Trends | EPIC Archive Regime Adaptive |
| 4. Change to charging structure | |
| Previous AMC | 1.00 |
| New AMC | 1.25 |
| Previous TER | 2.57 (including performance related fee) |
| New TER | 1.98 (performance related fee no longer applies) |