| Change Details | |
|---|---|
| Title | River and Mercantile Global Sustainable Opportunities |
| Type | Name Changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 26 August 2024 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | River Global Investors LLP |
| Fund Name | River and Mercantile Global Sustainable Opportunities |
| Type of change | Name & Objective Change |
| Date change effective from | 26/08/2024 |
| Is the event subject to shareholder approval? | Yes - approved |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| River and Mercantile Global Sustainable Opportunities | RGI Compound Global Equity |
| 3. Investment objectives & policies | |
| Previous objective & policy | To achieve capital growth over a rolling 5 year period, after the deduction of all fees. The fund seeks to achieve its investment objective through promoting, among other characteristics, environmental and/or social characteristics within its investee companies. This will be achieved by fully integrating consideration of Sustainability Risks and opportunities within the fund's investment philosophy and process, as well as adopting an active stewardship approach. The fund is actively managed meaning the Investment Manager uses its expertise to pick investments to achieve the fund’s objectives. The Investment Manager seeks to achieve the fund's investment objective by selecting shares for the fund that fit the River and Mercantile S-PVT (Sustainable Potential, Valuation and Timing) Investment Philosophy. This approach to investing looks for companies that are considered by the Investment Manager to have attractive Sustainable "Potential", "Valuation" and "Timing". |
| New objective & policy | To achieve capital growth over a rolling 5 year period, after the deductions of all fees. The fund is actively managed and is not restrained by a benchmark. The fund will identify investment opportunities in companies globally whose future growth is not reflected in current market expectations. |