Jupiter fund changes
Certain Jupiter funds are subject of change announcements or proposals. Further details are available below.
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- Closure of the Jupiter Managed European Portfolio
- Jupiter Global Sustainable Equities Fund
- Change to Jupiter Investment Management Series I and Jupiter Investment Management Series II
- Merger of the Jupiter UK Smaller Companies Equity Fund into Jupiter UK Smaller Companies Fund
- Closure of Jupiter Merlin International Equities Portfolio
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The following fund changes have been completed:
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- 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
- Changes to Jupiter Income Trust
- Changes to the Jupiter Global Macro Bond Fund
- Closure of the Jupiter Global Convertibles
- Closure of the Jupiter UK Opportunities Fund
- Closure of the Jupiter UK Smaller Companies Focus Fund
- Changes to the Jupiter UK Dynamic Equity Fund
- Changes to the Jupiter UK Special Situations Fund
- Closure of the Jupiter Global Sustainable Equities (LUX) Fund
- Closure of the Jupiter Europe ex-UK Equity Fund
- Closure of the Jupiter Global Emerging Markets Corporate Bond Fund
- Closure of the Jupiter Global Emerging Markets Short Duration Bond Fund
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Further information is provided below:
Merger of 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
Further information is provided below:
Changes to the Jupiter Global Emerging Markets Short Duration Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter Europe ex-UK Equity Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Sustainable Equities Fund
Changes to the Jupiter Global Emerging Markets Corporate Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter Managed European Portfolio
Further information about the closure is provided below:
Changes to the Jupiter UK Special Situations Fund
Changes to the Jupiter UK Dynamic Equity Fund
Further information about the name change is provided below:
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:
Jupiter Global Equity Income Fund completed winding up on 29 February 2024. The final annual long report is now available on this page.
Jupiter European Income Fund completed winding up on 31 May 2024. The final annual long report is now available on this page.
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:
Merian UK Equity Income Fund completed winding up on 29 April 2024. The Termination Account is now available on this page.
Merger of Jupiter Growth and Income Fund with Jupiter Responsible Income Fund
Further information about the Merger of the Jupiter Growth and Income Fund is provided below:
Jupiter Growth and Income Fund completed winding up on 30 April 2024. The final annual long report is now available on this page.
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 was 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 30 June 2023. The final annual long report 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 was 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 31 July 2023. The final annual long report is now available on this page.
Further information about the closure of the Merian European Equity (ex UK) Fund is provided below:
Merian European (ex UK) Fund completed winding up on 30 October 2023. The Termination Account 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:
Jupiter Investment Grade Bond Fund completed winding up on 30 January 2024. The Termination Account is now available on this page.
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:
Jupiter Merlin Real Return completed winding up on 30 June 2024. The final annual long report is now available on this page.
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:
Jupiter Flexible Macro Fund completed winding up on 30 April 2024. The final annual long report is now available on this page.
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
Closure of the Jupiter Global Convertibles
Further information about the changes of the Jupiter Global Convertibles 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
- Closure of the Jupiter Merlin Real Return Portfolio
- Changes of Merian Global Dynamic Bond Fund
- Closure of the Jupiter Global Convertibles
- Closure of the Jupiter Global Sustainable Equities (LUX) Fund
- Closure of the Jupiter Europe ex-UK Equity Fund
Changes to the Jupiter Europe ex-UK Equity Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Short Duration Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Corporate Bond Fund
Further information about the closure 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:
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:
Closure of the Jupiter Global Convertibles
Further information about the changes of the Jupiter Global Convertibles 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 Global Convertibles
- Closure of the Jupiter UK Smaller Companies Focus fund
- Changes to the Jupiter UK Dynamic Equity Fund
Changes to the Jupiter Global Emerging Markets Short Duration Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Corporate Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter UK Dynamic Equity Fund
Further information about the name change 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:
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:
Closure of the Jupiter Global Convertibles
Further information about the changes of the Jupiter Global Convertibles 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 Global Convertibles
- Closure of the Jupiter UK Smaller Companies Focus fund
- Changes to the Jupiter UK Dynamic Equity Fund
- Closure of the Jupiter Europe ex-UK Equity Fund
Changes to the Jupiter Europe ex-UK Equity Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Corporate Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Short Duration Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter UK Dynamic Equity Fund
Further information about the name change 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:
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:
Closure of the Jupiter Global Convertibles
Further information about the changes of the Jupiter Global Convertibles 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
- Closure of the Jupiter Global Convertibles
- Closure of the Jupiter UK Smaller Companies Focus fund
- Changes to the Jupiter UK Dynamic Equity Fund
- Closure of the Jupiter Europe ex-UK Equity Fund
Changes to the Jupiter Europe ex-UK Equity Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Short Duration Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter Global Emerging Markets Corporate Bond Fund
Further information about the closure is provided below:
Changes to the Jupiter UK Dynamic Equity Fund
Further information about the name change 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:
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:
Closure of the Jupiter Global Convertibles
Further information about the changes of the Jupiter Global Convertibles 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: