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Jupiter Fund Changes
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Jupiter fund changes

Certain Jupiter funds are subject of change announcements or proposals.  Further details are available below.

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The following fund changes have been announced or proposed:

The following fund changes have been completed:

  1. Merger of Jupiter Global Managed Fund into Jupiter Global Sustainable Equities Fund
  2. Shareclass closures in the Jupiter Merian Global Equity Income Fund (IRL) and the Jupiter Merian US Equity Income Fund
  3. Closure of the Jupiter Global Equity Income Fund and the Jupiter European Income Fund
  4. Closure of the Jupiter Flexible Income and Jupiter Flexible Macro (Lux)
  5. Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)
  6. Closure of Merian European Equity Fund
  7. Closure of Merian Asian Equity Income Fund
  8. 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).
  9. Closure of the Merian European Equity (ex UK) Fund
  10. Merger of Jupiter Asian Fund into Jupiter Asian Income Fund
  11. Merger of Jupiter North American Income Fund into Jupiter Merian North American Equity Fund
  12. Changes to the Jupiter Pacific Equity Fund

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:

Download
Jupiter Global Managed Fund: Proposal for a merger with Jupiter Global Sustainable Equities Fund
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/merger-proposal-jupiter-global-managed-fund.pdf
Download
Notice of result of Extraordinary General Meeting
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/Jupiter-Global-Managed-Fund-Notice-of-result-of-Extraordinary-General-Meeting.pdf
Download
KIID
Download
Factsheet
Download
Depository Letter

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:

Download
Shareholder Notice
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/Shareholder-Notice-Share-Class-Closure-US-Equity-and-Global-Equity.pdf

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:

Download
Fund closure letter of the Jupiter European Income Fund
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/closure-letter-jupiter-european-income-fund.pdf
Download
Fund closure letter of the Jupiter Global Equity Income Fund
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/closure-letter-jupiter-global-equity-income-fund.pdf
Download
Jupiter European Income Fund Factsheet
Download
Jupiter European Income Fund KIID
Download
Jupiter Global Equity Income Fund Factsheet
Download
Jupiter Global Equity Income Fund KIID

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:

Download
Shareholder notice
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/jupiter-flexible-income-shareholder-notice-english.pdf
Download
Shareholder notice
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/jupiter-flexible-macro-lux-notice-english.pdf
Download
Jupiter Flexible Income Factsheet
Download
Jupiter Flexible Income KIID
Download
Jupiter Flexible Macro (Lux) Factsheet
Download
Jupiter Flexible Macro (Lux) KIID
Merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL)

Further information about the proposed merger of Jupiter Merian US Equity Income Fund into Jupiter Merian North American Equity Fund (IRL) is provided below:

Download
Shareholder notice (Global)
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/merger-of-jupiter-merian-us-equity-income-fund-shareholder-notice-english.pdf
Download
Shareholder notice (Luxembourg)
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/merger-of-jupiter-merian-us-equity-income-fund-shareholder-notice-english-luxembourg.pdf
Download
Shareholder notice (Sweden)
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/merger-of-jupiter-merian-us-equity-income-fund-shareholder-notice-english-sweden.pdf
Download
Shareholder notice (France)
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/merger-of-jupiter-merian-us-equity-income-fund-shareholder-notice-french.pdf
Download
Shareholder notice (Switzerland)
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/merger-of-jupiter-merian-us-equity-income-fund-shareholder-notice-english-switzerland.pdf
Download
Notice of result of extraordinary general meeting
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/Jupiter-Merian-US-Equity-Income-Fund-Notice-of-result-of-Extraordinary-General-Meeting.pdf
Download
EGM minutes
https://api.fundpress.io/documents/retrieve/4ff7aa78-fe0a-40d0-9396-2f7653735e89/filename/Jupiter-Merian-US-Equity-Income-Fund-EGM-Minutes.pdf
Download
Factsheet
Download
KIID

Closure of the Merian European Equity Fund