| Change Details | |
|---|---|
| Title | Legal & General (Unit Trust Managers) Limited |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 02 December 2024 |
Date changes effective from
Please note, Name change effective from 2 December 2024. Policy change effective from 2 January 2025
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Legal & General (Unit Trust Managers) Limited |
| Fund Name | L&G Future World Sustainable UK Equity |
| Type of change | Name & Investment Policy Changes |
| Date name change effective from | 02/12/2024 |
| Date policy change effective from | 02/01/2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Previous Fund Name | New Fund Name |
| L&G Future World Sustainable UK Equity | L&G Future World UK Equity |
| 3. Investment policy | |
| Previous investment policy | The fund is actively managed and seeks to achieve this objective by investing at least 90% in shares of companies that the Investment Manager considers to offer sustainable investment opportunities through their contribution towards the United Nations Sustainable Development Goals (“UN SDGs”), have strong growth prospects and are incorporated, headquartered or have their principal business activities in the UK. The Investment Manager conducts stock-specific analysis, both prior to making an investment and on an on-going basis to assess a company’s contribution to the UN SDGs and environmental, social and governance (“ESG”) profile. The Investment Manager will invest in companies that it considers contribute to one or more of the UN SDGs. To assess a company’s contribution to the UN SDGs the Investment Manager makes a qualitative assessment, taking into consideration the positive and negative impact that a company has from its products, solutions and/or services and business practices. The fund may invest across all of the UN SDGs and the overall contribution to each of the UN SDGs may vary based on available investment opportunities. The Investment Manager will also take into consideration a company’s ESG profile as part of its active assessment. To assess a company’s ESG profile, the Investment Manager will use its proprietary ESG research tool. The ESG research tool incorporates quantitative inputs including the Investment Manager’s proprietary ESG scores and data from third parties. |
| New investment policy | The fund is actively managed and seeks to achieve this objective by investing at least 90% in shares of companies that the Investment Manager considers to contribute towards the United Nations Sustainable Development Goals ("UN SDGs") have strong growth prospects and are incorporated, headquartered or have their principal business activities in the UK. The Investment Manager conducts stock-specific analysis, both prior to making an investment and on an on-going basis to assess a company’s contribution to the UN SDGs and environmental, social and governance (“ESG”) profile. The Investment Manager will invest in companies that it considers positively contribute to one or more of the UN SDGs. In September 2015, the leaders of all member states of the UN adopted Agenda 2030, a universal agenda that contains the Global Goals for Sustainable Development. The goals integrate all three aspects of sustainable development; (social, economic and environmental) and are a call for action to promote prosperity and fight inequalities while protecting the planet. To assess a company’s contribution to the UN SDGs the Investment Manager makes a quantitative (e.g. a company's revenue generated from relevant activities) and / or qualitative assessment (e.g. the impact of a company's operational practices, such as their consumer supply chain management or raw material usage), taking into consideration the positive and negative impact to the UN SDGs that a company has from its products, solutions and/or services and business practices. The fund may invest across all of the UN SDGs and the overall contribution to each of the UN SDGs may vary based on available investment opportunities. |