24 March 2025 – Adoption of SDR Sustainability Investment Labels

The Financial Conduct Authority (FCA) has introduced four sustainability investment labels to help investors find and compare products that have a specific sustainability goal.

Effective from 24 March 2025, the following funds will be adopting a “Sustainability Focus” label as they invest mainly in assets which are sustainable for people or the planet:

- CT Sustainable Global Equity Income Fund
- CT Sustainable Opportunities Global Equity Fund
- CT Responsible Global Equity Fund
- CT Sustainable Universal MAP Defensive Fund
- CT Sustainable Universal MAP Cautious Fund
- CT Sustainable Universal MAP Balanced Fund
- CT Sustainable Universal MAP Growth Fund
- CT Sustainable Universal MAP Adventurous Fund
- CT UK Sustainable Equity Fund

(each a “Fund”, together “the Funds”)

As part of the SDR labelling regime, the FCA requires that all labelled products provide clear and detailed information on the product’s sustainability characteristics.

A summary of each Fund’s sustainability characteristics can be found in an SDR Consumer Facing Disclosure document, which will be available from our website from 24 March 2025.

Full details of the Funds’ sustainability themes, the Sustainable Investment Criteria (including exclusions), and other information relating to the sustainability approach will be set out within the prospectus. The updated prospectus will be available on our website from 24 March 2025.

In addition, we are including additional disclosures in the Prospectus of the CT Sustainable Opportunities Global Equity Fund, CT Responsible Global Equity Fund, and the CT Sustainable Universal MAP fund range to make clear their existing net zero alignment.

• Shareholder Notice for CT Sustainable Global Equity Income Fund, CT Sustainable Opportunities Global Equity Fund, CT Responsible Global Equity Fund
• Shareholder Notice for CT Sustainable Universal MAP range
• Shareholder Notice for CT UK Sustainable Equity Fund
• Agent Letter for CT Sustainable Global Equity Income Fund, CT Sustainable Opportunities Global Equity Fund, CT Responsible Global Equity Fund, and CT Sustainable Universal MAP range
• Agent Letter for CT UK Sustainable Equity Fund
• Q&A for CT Sustainable Global Equity Income Fund, CT Sustainable Opportunities Global Equity Fund, CT Responsible Global Equity Fund, and CT Sustainable Universal MAP range
• Q&A for CT UK Sustainable Equity Fund