| Change Details | |
|---|---|
| Title | Franklin Templeton Fund Management Limited |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 17 December 2024 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Franklin Templeton Fund Management Limited |
| Fund Name | FTF Martin Currie Japan Equity |
| Type of change | Name & investment policy Change |
| Date change effective from | 17/12/2024 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| FTF Martin Currie Japan Equity | FTF Templeton Japan Equity |
| 3. Investment investment policy | |
| Previous investment policy | This fund is actively managed, which means that the Investment Manager does not copy a benchmark when selecting investments for the fund. The fund typically invests in shares of around 30 – 60 companies of any size, industry, or market capitalisation. The fund invests in companies which, in the opinion of the Investment Manager, have above average growth prospects relative to the shares of Japanese companies as a whole. In particular, the Investment Manager seeks out domestic and service orientated companies which it believes will benefit from growth drivers. The fund aims to hold investments for the long term, with relatively low portfolio turnover. As a result, there may be periods (sometimes long periods) where a significant proportion of the fund’s portfolio is invested in growing companies which are mid and smaller sized. |
| New investment policy | This fund is actively managed, which means that the Investment Manager does not copy a benchmark when selecting investments for the fund. The fund typically invests in shares of around 30 – 60 companies of any size, industry or market capitalisation. The Investment Manager uses research and experience to identify quality companies which it believes are undervalued by the market and show potential to deliver growth over the long term. |