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31 July 2025 – CT MM Lifestyle Fund Range to CT Multi-Manager Universal Fund Range Changes

Funds in scope for the changes:

  • CT MM Lifestyle 3 Fund
  • CT MM Lifestyle 4 Fund
  • CT MM Lifestyle 5 Fund
  • CT MM Lifestyle 6 Fund
  • CT MM Lifestyle 7 Fund

(together, the “Funds”)

Effective 31 July 2025, we will be making the following changes to the Funds:

  • Amending the Funds’ investment objectives and policies, more clearly setting out the aims of each fund and the approach taken to manage them
  • Changing the names of the Funds to reflect the way they are managed
  • Reducing the fees and charges you pay as an investor in the Funds

Further information can be found in the below.

Shareholder Letter – Investor

Shareholder Letter – Agent

Q&A – All Shareholders

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