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Threadneedle Ethical UK Equity -U change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Threadneedle Investment Services Limited
Fund Name Threadneedle Ethical UK Equity
Type of change Name & Objective Change
Date change effective from 01 July 2019
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name Threadneedle Ethical UK Equity -U
New fund name Threadneedle UK Sustainable Equity -U
3. Fund objectives  
Previous fund objective To achieve a total return by way of income and capital growth by investing in companies that meet the ACD’s criteria for responsible and ethical practices. The investment policy is to invest predominantly in shares of UK companies that meet the fund’s ethical investment criteria as determined and published by the ACD from time to time.
New fund objective To achieve a return over the long term, consisting of capital growth and some income, achieved through investment in companies that are positively exposed to sustainable themes through their products and services, as well as those with strong or improving environmental, social and governance (ESG) characteristics.


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