| Change Details | |
|---|---|
| Title | BlackRock US Opportunities |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 18 December 2023 |
| Change Details | Name & objective change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | BlackRock Fund Managers Limited |
| Fund Name | BlackRock US Opportunities |
| Type of change | Name & Objective Change |
| Date change effective from | 18/12/2023 |
| 2. Name change details | |
| Previous Fund Name | New Fund Name |
| BlackRock US Opportunities | BlackRock US Mid-Cap Value |
| 3. Investment objectives | |
| Previous objective | To provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of medium and smaller companies incorporated or listed in the United States. Although the Fund aims to achieve its investment objective, there is no guarantee that this will be achieved. The fund’s capital is at risk meaning that the Fund could suffer a decrease in value and the value of your investment would decrease as a result. |
| New objective | To provide a return on your investment (generated through an increase in the value of the assets held by the fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of medium sized companies incorporated or listed in the United States. Although the fund aims to achieve its investment objective, there is no guarantee that this will be achieved. The fund’s capital is at risk meaning that the fund could suffer a decrease in value and the value of your investment would decrease as a result. |