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| Change Details | |
|---|---|
| Title | Premier Miton Global Sustainable Growth |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 06 July 2026 |
| Change Details | Name & objective change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Premier Portfolio Managers Limited |
| Fund Name | Premier Miton Global Sustainable Growth |
| Type of change | Name & Objective Change |
| Date change effective from | 6 July 2026 |
| Is the event subject to shareholder approval? | Yes |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Premier Miton Global Sustainable Growth | Premier Miton Global Leaders |
| 3. Investment objectives | |
| Previous objective | To achieve capital growth over the long-term, being five years or more. The Investment Adviser also aims for at least 70% of the fund to be invested in companies and other assets that are environmentally and/or socially sustainable (a “Sustainable Focus”). A specific and measurable Sustainable Focus for the fund means investing in companies that have products or services that (i) enable better management and protection of the planet’s resources; (ii) reduce inequalities and increase economic resilience; and (iii) help people to lead healthier lives; where the products and services are aligned to a number of environmental and social sustainability growth themes (“sustainable growth themes”). The fund’s sustainable growth themes are dynamic and reviewed annually. The Investment Adviser aims to achieve the objective of the fund by investing a minimum of 80% of its assets in an actively managed portfolio of company shares. Those companies will be of different sizes and from a range of geographical regions and industry sectors around the world. The companies will be selected from any geographical region of the world, including developed and emerging countries (those that are constituents of the Bloomberg Emerging Markets Large & Mid Cap Total Return Index) and will range in size from very large to smaller companies, although the emphasis will be on larger companies. |
| New objective | To provide capital growth over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this fund. This does not mean that the fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Adviser aims to achieve the objective of the fund by investing a minimum of 80% of its assets in an actively managed portfolio of company shares. Those companies will be selected from a range of global markets and industry sectors. The companies will be from any geographical region of the world, including developed and less developed countries (the latter being countries that are included in the Bloomberg Emerging Markets Large & Mid Cap Total Return Index) and the fund will maintain diversified exposure at all times. The companies may be from any industry sector, such as healthcare, information technology, energy or financials and the fund will be invested in a range of different sectors at all times. |