| Change Details | |
|---|---|
| Title | Fundsmith Sustainable Equity |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 24 March 2025 |
| Change Details | Name & Investment Policy Change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Fundsmith LLP |
| Fund Name | Fundsmith Sustainable Equity |
| Type of change | Name & Investment Policy Change |
| Date change effective from | 24 March 2025 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Fundsmith Sustainable Equity | Fundsmith Stewardship |
| 3. Investment Policy Change | |
| Fundsmith LLP will be amending the investment policy to clarify that a key component of their investment strategy is to be a good steward of shareholder capital, and to include more detail on the further screening criteria currently applied to the fund’s investment universe to exclude businesses that are considered to have an excessive net negative impact on the environment or society. | |