| Change Details | |
|---|---|
| Title | Schroder Global Cities Real Estate |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 15 July 2024 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Schroder Unit Trusts Limited |
| Fund Name | Schroder Global Cities Real Estate |
| Type of change | Objective change |
| Date change effective from | 15/07/2024 |
| Is the event subject to shareholder approval? | No |
| 2. Target benchmark | |
| Current target benchmark | New target benchmark |
| UK CPI + 3% per annum | FTSE EPRA NAREIT Developed TR GBP (Net) |
| 3. Investment objectives | |
| Previous objective | New Objective |
| To provide income and capital growth in excess of inflation (as measured by the UK Consumer Price Index) plus 3% per annum (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. | To provide income and capital growth in excess of the FTSE EPRA NAREIT Developed GBP (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. |