31 March 2026 – Changes to CT North American Equity Fund

Effective 31 March 2026, we will be making the following changes to the CT North American Equity Fund (“the Fund”):

• Update to the Fund’s investment objective to more clearly set out the aim of the Fund;
• Enhancements to the Fund’s investment policy to better describe its investment approach;
• Amendment to the Fund’s name to highlight its investment approach.

Further information can be found below:

Shareholder letter – Investor
Shareholder letter – Agent
Q&A – All Shareholders