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Investor engagement policy

From 10 June 2019 asset managers, such as Virgin Money Unit Trust Managers, must follow rules set out in revised EU legislation regarding investor engagement. The legislation aims to improve transparency around fund investment strategies and investment decisions made on behalf of investors. Asset managers must maintain an engagement policy that helps investors to understand how strategies and decisions affect how a fund operates and performs.

We are currently reviewing our policy to ensure it is in line with the new legislation and will publish it on the website shortly.