Notification of changes to the CT Responsible Global Equity fund

AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS

• CT Responsible Global Equity 1 Acc GBP

Updates to sustainable objective

The Manager has advised that on the Effective Date it will be updating the objective and policy of the fund. The fund is committed to investing predominantly in sustainable investments. However, the Manager is updating the sustainability objective of the fund to include a specific sustainability goal alongside the financial objective. The fund aims to address sustainability challenges faced by people and the environment by investing in companies that provide solutions which are aligned with the fund’s sustainability themes.

Reason behind the changes

The Financial Conduct Authority* (“FCA”) has introduced four sustainability investment labels to help investors find and compare funds that have a specific sustainability goal. The fund will be adopting a Sustainability Focus label as it invests mainly in assets which are sustainable for people or the planet. Furthermore, the FCA’s Sustainability Disclosure Requirements (“SDR”) labelling regime requires that all labelled funds provide clear and detailed information on what the sustainability goal of the fund is and the approach to achieving it.

Update to financial objective

In addition to the sustainability objective change, the Manager is updating the financial objective of the fund. It will be updated to include an aim to outperform the MSCI World Index (target benchmark), over rolling 5 year periods. The Manager believes this index represents the types of companies in which the fund invests and provides a useful measure to assess and demonstrate their financial performance.

Please refer to the Columbia Threadneedle Notification opposite for details of the updated investment objectives following the Effective Date.

AVAILABLE IN OUR OPEN-ARCHITECTURE PRODUCTS

Various share classes of the fund can be accessed through our portfolio bonds and will also be subject to the above changes as detailed in the Columbia Threadneedle Notification opposite.

These changes will take effect automatically and policyholders do not need to take any action. We recommend that policyholders seek the advice of their usual financial adviser before making any investment decisions.  

For more information please visit: www.columbiathreadneedle.com

*The FCA regulates the financial services industry in the UK. Its role includes protecting consumers, keeping the industry stable and promoting healthy competition between financial providers. You can visit their website at www.fca.org.uk