Jupiter fund changes

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

Proposed fund changes
Completed fund changes

The following fund changes have been proposed:

Further information is provided below:

Shareholder notice - English

Shareholder notice - German

Shareholder notice - Spanish

Shareholder notice - French

Shareholder notice - Italian

Shareholder notice - Switzerland

Shareholder notice - Portugal

2025

The following fund changes have been completed:

Chris Sellers and Chris Legg, formerly of GAM, joined Jupiter on 14 February 2025. From 17 February, they took on the portfolio management responsibilities for the European, European Special Situations and European Growth funds. Their longstanding colleague Niall Gallagher will join the team in May 2025.

2024

The following fund changes have been completed:

Further information about the closure is provided below:

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Jupiter fund changes

The following fund changes have been proposed:

Changes to Jupiter Pan European Smaller Companies

2025

The following fund changes have been completed:

Changes to Jupiter European funds

2024

The following fund changes have been completed:

Closure of Jupiter Merlin International Equities Portfolio

Merger of the Jupiter UK Smaller Companies Equity Fund into Jupiter UK Smaller Companies Fund

Change to Jupiter Investment Management Series I and Jupiter Investment Management Series II

Closure of the Jupiter Managed European Portfolio

Changes to the Jupiter Global Sustainable Equities Fund

Closure of the Jupiter Global Emerging Markets Short Duration Bond Fund

Closure of the Jupiter Global Emerging Markets Corporate Bond Fund

Changes to the Jupiter UK Dynamic Equity Fund

Closure of the Jupiter Europe ex-UK Equity Fund

Closure of the Jupiter Global Sustainable Equities (LUX) Fund

Changes to the Jupiter UK Special Situations Fund

2023

The following fund changes have been completed:

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

Change to the Jupiter Merlin Portfolios: introduction of tiered pricing on the Fixed Annual Charge

2022

The following fund changes have been completed:

Merger of Jupiter Global Managed Fund into Jupiter Global Sustainable Equities Fund