| Change Details | |
|---|---|
| Title | TM P1 Sustainable World |
| Type | Name Changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 13 November 2024 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Thesis Unit Trust Management Limited |
| Fund Name | TM P1 Sustainable World |
| Type of change | Name & Objective Change |
| Date change effective from | 13.11.2024 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| TM P1 Sustainable World | TM P1 Ethical World |
| 3. Investment objectives | |
| Previous objective | To deliver income and capital growth, net of fees, on a total return basis whilst providing investors with exposure to a diversified portfolio invested in a sustainable and ethically conscious way following the Investment Manager’s ethical investment policy. In addition, the fund will aim to support enterprises who are actively working to address global warming issues. Investors should be aware that there is no guarantee that these objectives will be achieved over this specific 5 year period, or any other period and capital is at risk. |
| New objective | To deliver income and capital growth, net of fees, on a total return basis whilst providing investors with exposure to a diversified portfolio invested in an ethically conscious way following the Investment Manager’s ethical investment policy. In addition, the fund will seek exposure to enterprises who are actively working to address global warming issues. Investors should be aware that there is no guarantee that these objectives will be achieved over this specific 5 year period, or any other period and capital is at risk. |