| Change Details | |
|---|---|
| Title | MGTS Tempus Income Portfolio |
| Type | Name Changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 10 August 2022 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Margetts Fund Management Limited |
| Fund Name | MGTS Tempus Income Portfolio |
| Type of change | Name & Objective Change |
| Date change effective from | 10/08/2022 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Old Fund Name | New Fund Name |
| MGTS Tempus Income Portfolio | MGTS Tempus Cautious Portfolio |
| 3. Investment objectives | |
| Old objective | To provide income by investing a minimum of 20% and a maximum of 60% directly or indirectly in shares across any geographical region, subject to limits set out under the investment strategy. |
| New objective | To provide capital growth, with the potential for income, over any 5-year period. The fund will provide exposure to a range of assets in any economic sector and geographical area within a cautious strategy. A cautious strategy is defined as having exposure to shares, which typically range between 40% and 60%. Exposure to bonds (including government bonds, corporate bonds and sub-investment grade bonds) will typically range between 20% and 40% however may range between 15% and 70%. Exposure may also include alternative asset classes, such as commodities and property (limited to 20%). |