Jupiter fund changes
Certain Jupiter funds are subject of change announcements or proposals. Further details are available below.
The following fund changes have been completed:
- Changes to Jupiter Income Trust
- Merger of Jupiter Global Managed Fund into Jupiter Global Sustainable Equities Fund
- Shareclass closures in the Jupiter Merian Global Equity Income Fund (IRL) and the Jupiter Merian US Equity Income Fund
- Closure of the Jupiter Global Equity Income Fund and the Jupiter European Income Fund
- Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
- Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)
- Closure of Merian European Equity Fund
- Closure of Merian Asian Equity Income Fund
- Shareclass closures in the Jupiter Emerging Market Debt Income Fund, Jupiter Europe (ex UK) Smaller Companies Fund, Jupiter Merian North American Equity Fund (IRL) and Jupiter UK Alpha Fund (IRL).
- Closure of the Merian European Equity (ex UK) Fund
- Merger of Jupiter Asian Fund into Jupiter Asian Income Fund
- Merger of Jupiter North American Income Fund into Jupiter Merian North American Equity Fund
- Changes to the Jupiter Pacific Equity Fund
- Closure of the Jupiter Asia Pacific Income
- Changes to the Jupiter Global Sovereign Opportunities
- Closure of the Jupiter Europe (ex UK) Smaller Companies Fund
- Changes to the Jupiter Corporate Bond Fund
- Changes to the Jupiter Pan European Smaller Companies
- Changes to the Jupiter European Smaller Companies Fund
- Merger of the Jupiter Investment Grade Bond Fund into Jupiter Corporate Bond Fund
- Closure of the Jupiter Merlin Real Return(Unit Trust)
- Changes of Merian Global Strategic Bond Fund
- Closure of the Jupiter Merlin Real Return Portfolio (SICAV)
- Changes of Merian Global Dynamic Bond Fund
- Merger of Jupiter Flexible Macro Fund
- Changes of Jupiter Multi-Asset Income Fund
- Changes of Jupiter Responsible Income Fund
- Merger of Jupiter Growth and Income Fund with Jupiter Responsible Income Fund
- Merger of Merian UK Equity Income Fund with Jupiter Responsible Income Fund
- Changes to Jupiter Merlin Income and Growth Select & Jupiter Monthly Alternative Income Fund: introduction of tiered pricing on the Fixed Annual Charge and change to the Capital Expense Allocation
- Change to the Jupiter Unit Trust Managers UCITS Funds: introduction of tiered pricing on the Fixed Annual Charge
- Change to Jupiter Investment Management Series I: introduction of tiered pricing on the Fixed Annual Charge
- Change to Jupiter Investment Management Series II: introduction of tiered pricing on the Fixed Annual Charge
- Change to the Jupiter Merlin Portfolios: introduction of tiered pricing on the Fixed Annual Charge
Merger of Jupiter Global Managed Fund into Jupiter Global Sustainable Equities Fund
Further information on the proposed merger of Jupiter Global Managed Fund into Jupiter Global Sustainable Equities Fund is provided below:
Shareclass closures in the Jupiter Merian Global Equity Income Fund (IRL) and the Jupiter Merian US Equity Income Fund
Further information on shareclass closures in the Jupiter Merian Global Equity Income Fund (IRL) and the Jupiter Merian US Equity Income Fund is provided below:
Closure of the Jupiter Global Equity Income Fund and the Jupiter European Income Fund
Further information about the closures of the Jupiter Global Equity Income Fund and of the Jupiter European Income Fund is provided below:
Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
Further information about the closures of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux) is provided below:
Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:
Merger of Merian UK Equity Income Fund with Jupiter Responsible Income Fund
Further information about the Merger of the Merian Equity Income Fund is provided below:
Merger of Jupiter Growth and Income Fund with Jupiter Responsible Income Fund
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Closure of the Merian Asian Equity Income Fund
Further information about the closure of the Merian Asian Equity Income Fund is provided below:
Further information on shareclass closures in the Jupiter Emerging Market Debt Income Fund, Jupiter Europe (ex UK) Smaller Companies Fund, Jupiter Merian North American Equity Fund (IRL) and Jupiter UK Alpha Fund (IRL) is provided below:
Merger of Jupiter Asian Fund into Jupiter Asian Income Fund
Please note that unitholders of the Jupiter Asian Fund, at an Extraordinary General Meeting held on 8 February 2023, voted in favour* of a resolution to merge with the Jupiter Asian Income Fund. The merger will become effective on 10 March 2023. Further details of the merger are available below.
*95.98% of votes cast were in favour of the resolution
Jupiter Asian Fund completed winding up on 10 March 2023. The final annual long report is being prepared and is now available on this page.
Merger of Jupiter North American Income Fund into Jupiter Merian North American Equity Fund
Please note that unitholders of the Jupiter North American Income Fund, at an Extraordinary General Meeting held on 8 February 2023, voted in favour* of a resolution to merge with the Jupiter Merian North American Equity Fund. The merger will become effective on 10 March 2023. Further details of the merger are available below.
*99.02% of votes cast were in favour of the resolution
Jupiter North American Income Fund completed winding up on 10 March 2023. The final annual long report is being prepared and is now available on this page.
Changes to the Jupiter Pacific Equity Fund
Further information about the proposed changes to the Jupiter Pacific Equity Fund is provided below:
Closure of the Jupiter Asia Pacific Income
Further information about the closure of the Jupiter Asia Pacific Income is provided below:
Changes to the Jupiter Corporate Bond Fund
Further information about the changes to the Jupiter Corporate Bond Fund is provided below:
Changes of the Jupiter Global Sovereign Opportunities
Further information about the changes of the Jupiter Global Sovereign Opportunities is provided below:
Changes to the Jupiter Pan European Smaller Companies
Further information about the changes to the Jupiter Pan European Smaller Companies is provided below:
Closure of the Jupiter Europe (ex UK) Smaller Companies Fund
Further information about the closure of the Jupiter Europe (ex UK) Smaller Companies Fund is provided below:
Changes of the Merian Global Dynamic Bond Fund
Further information about the changes of the Merian Global Dynamic Bond Fund is provided below:
Merger of the Jupiter Investment Grade Bond Fund into Jupiter Corporate Bond Fund
Further information about the merger of the Jupiter Investment Grade Bond Fund into Jupiter Corporate Bond Fund is provided below:
Closure of the Jupiter Merlin Real Return (Unit Trust)
Further information about the closure of the Jupiter Merlin Real Return (Unit Trust) is provided below:
Changes of the Merian Global Strategic Bond Fund
Further information about the changes of the Merian Global Strategic Bond Fund is provided below:
Closure of the Jupiter Merlin Real Return Portfolio (SICAV)
Further information about the closure of the Jupiter Merlin Real Return Portfolio (SICAV) is provided below:
Merger of the Jupiter Flexible Macro Fund into Merian Global Strategic Bond Fund
Further information about the merger of the Jupiter Flexible Macro Fund into Merian Global Strategic Bond Fund is provided below:
Changes of the Jupiter Multi-Asset Income Fund
Further information about the changes of the Jupiter Multi-Asset Income Fund is provided below:
Changes of the Jupiter Responsible Income Fund
Further information about the changes of the Jupiter Responsible Income Fund is provided below:
Change to the Jupiter Unit Trust Managers UCITS Funds: introduction of tiered pricing on the Fixed Annual Charge
Change to Jupiter Investment Management Series I: introduction of tiered pricing on the Fixed Annual Charge
Change to Jupiter Investment Management Series II: introduction of tiered pricing on the Fixed Annual Charge
Change to the Jupiter Merlin Portfolios: introduction of tiered pricing on the Fixed Annual Charge
Changes of the Jupiter Income Trust
Further information about the changes of the Jupiter Income Trust is provided below:
Changes to the Jupiter Global Macro Bond Fund: Change of IA Sector and Performance Comparator
The following fund changes have been completed:
- Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
- Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)
- Closure of Merian European Equity Fund
- Closure of Merian Asian Equity Income Fund
- Changes to the Jupiter Pacific Equity Fund
- Closure of the Jupiter Asia Pacific Income
- Closure of the Jupiter Merlin Real Return Portfolio
- Changes of Merian Global Dynamic Bond Fund
Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
Further information about the closures of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux) is provided below:
Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Closure of the Merian Asian Equity Income Fund
Further information about the closure of the Merian Asian Equity Income Fund is provided below:
Changes to the Jupiter Pacific Equity Fund
Further information about the proposed fund change of Jupiter Pacific Equity Fund is provided below:
Closure of the Jupiter Asia Pacific Income
Further information about the closure of the Jupiter Asia Pacific Income is provided below:
Changes of the Merian Global Dynamic Bond Fund
Further information about the changes of the Merian Global Dynamic Bond Fund is provided below:
Closure of the Jupiter Merlin Real Return Portfolio
Further information about the closure of the Jupiter Merlin Real Return Portfolio is provided below:
The following fund changes have been completed:
- Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
- Closure of Merian European Equity Fund
- Closure of Merian Asian Equity Income Fund
- Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)
- Changes to the Jupiter Pacific Equity Fund
- Closure of the Jupiter Asia Pacific Income
- Closure of the Jupiter Europe (ex UK) Smaller Companies Fund
- Changes to the Jupiter Global Sovereign Opportunities
- Changes to the Jupiter Pan European Smaller Companies
- Changes of Merian Global Dynamic Bond Fund
Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
Further information about the closures of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux) is provided below:
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Closure of the Merian Asian Equity Income Fund
Further information about the closure of the Merian Asian Equity Income Fund is provided below:
Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:
Changes to the Jupiter Pacific Equity Fund
Closure of the Jupiter Asia Pacific Income
Further information about the closure of the Jupiter Asia Pacific Income is provided below:
Changes of the Jupiter Global Sovereign Opportunities
Further information about the changes of the Jupiter Global Sovereign Opportunities is provided below:
Changes to the Jupiter Pan European Smaller Companies
Further information about the changes to the Jupiter Pan European Smaller Companies is provided below:
Closure of the Jupiter Europe (ex UK) Smaller Companies Fund
Further information about the closure of the Jupiter Europe (ex UK) Smaller Companies Fund is provided below:
Changes of the Merian Global Dynamic Bond Fund
Further information about the changes of the Merian Global Dynamic Bond Fund is provided below:
The following fund changes have been completed:
- Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
- Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)
- Closure of Merian European Equity Fund
- Closure of Merian Asian Equity Income Fund
- Changes to the Jupiter Pacific Equity Fund
- Closure of the Jupiter Asia Pacific Income
- Changes to the Jupiter Pan European Smaller Companies
- Closure of the Jupiter Merlin Real Return Portfolio
- Changes of Merian Global Dynamic Bond Fund
Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
Further information about the closures of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux) is provided below:
Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Closure of the Merian Asian Equity Income Fund
Further information about the closure of the Merian Asian Equity Income Fund is provided below:
Changes to the Jupiter Pacific Equity Fund
Further information about the proposed changes to the Jupiter Pacific Equity Fund is provided below:
Closure of the Jupiter Asia Pacific Income
Further information about the closure of the Jupiter Asia Pacific Income is provided below:
Changes to the Jupiter Pan European Smaller Companies
Further information about the changes to the Jupiter Pan European Smaller Companies is provided below:
Changes of the Merian Global Dynamic Bond Fund
Further information about the changes of the Merian Global Dynamic Bond Fund is provided below:
Closure of the Jupiter Merlin Real Return Portfolio
Further information about the closure of the Jupiter Merlin Real Return Portfolio is provided below:
The following fund changes have been completed:
- Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)
- Closure of Merian European Equity Fund
- Closure of Merian Asian Equity Income Fund
- Changes to the Jupiter Pacific Equity Fund
- Changes to the Jupiter Global Sovereign Opportunities
- Changes to the Jupiter Pan European Smaller Companies
- Closure of the Jupiter Merlin Real Return Portfolio
- Changes of Merian Global Dynamic Bond Fund
Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Further information about the closure of the Merian Asian Equity Income Fund is provided below:
Changes to the Jupiter Pacific Equity Fund
Further information about the proposed changes to the Jupiter Pacific Equity Fund is provided below:
Changes of the Jupiter Global Sovereign Opportunities
Further information about the changes of the Jupiter Global Sovereign Opportunities is provided below:
Changes to the Jupiter Pan European Smaller Companies
Further information about the changes to the Jupiter Pan European Smaller Companies is provided below:
Changes of the Merian Global Dynamic Bond Fund
Further information about the changes of the Merian Global Dynamic Bond Fund is provided below:
Closure of the Jupiter Merlin Real Return Portfolio
Further information about the closure of the Jupiter Merlin Real Return Portfolio is provided below:
The following fund changes have been completed:
Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Closure of the Merian European Equity Fund
Further information about the closure of the Merian European Equity Fund is provided below:
Closure of the Merian Asian Equity Income Fund
Further information about the closure of the Merian Asian Equity Income Fund is provided below:
Changes to the Jupiter Pacific Equity Fund
Further information about the proposed changes to the Jupiter Pacific Equity Fund is provided below:
Changes of the Merian Global Dynamic Bond Fund
Further information about the changes of the Merian Global Dynamic Bond Fund is provided below:
Closure of the Jupiter Merlin Real Return Portfolio
Further information about the closure of the Jupiter Merlin Real Return Portfolio is provided below: