| Change Details | |
|---|---|
| Title | Artemis Target Return Bond |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 18 March 2024 |
| Change Details | Name & objective change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Artemis Fund Managers Limited |
| Fund Name | Artemis Target Return Bond |
| Type of change | Name & Objective Change |
| Date change effective from | 18/03/2024 |
| Is the event subject to shareholder approval? | Yes - Approved 05/03/2024 |
| 2. Name change details | |
| Previous fund name | Artemis Target Return Bond |
| New fund name | Artemis Short‐Duration Strategic Bond |
| 3. Fund objectives | |
| Previous fund objective | To achieve a positive return of at least 2.5% above the Bank of England (BOE) base rate, after fees, on an annualised basis over rolling three‐year periods by investing in Bonds in any currency, directly or indirectly using derivatives. |
| New fund objective | To generate a return that exceeds the Markit iBoxx 1‐5 year £ Collateralised & Corporates Index, after fees, over rolling three‐year periods, through a combination of income and capital growth, by investing at least 80% in a portfolio of global debt and debt‐related securities directly or indirectly using derivatives whilst maintaining an aggregate portfolio duration of below 4 years (duration is a measure of the sensitivity of the prices of bonds to changes in interest rates). |
| 3. IA Sector Change | |
| Current IA Sector | Targeted Absolute Return |
| New IA Sector | Sterling Strategic Bond |