Ahead of the acquisition of Merian Global Investors Limited by Jupiter Fund Management plc (subject to regulatory approval), we have prepared this document to provide our clients with details of changes to our funds arising from the acquisition. It is expected that these changes will become effective following the acquisition. The proposed changes are subject to the acquisition of Merian Global Investors Limited by Jupiter Fund Management plc.
Should you have any queries relating to your investments with us that are not covered in this document, please don’t hesitate to contact your usual Merian representative, or our client service team – [email protected]
A NOTE ON FUND NAMES
Investors will be notified of fund name changes in due course.
IMPORTANT INFORMATION
This communication is for information purposes only and does not constitute financial, professional or investment advice. Nothing in this communication constitutes a recommendation suitable or appropriate to a recipient’s individual circumstances or otherwise constitutes a personal recommendation. It is made available solely for information purposes; it does not constitute an advertisement.
Some or all of the funds referred to in this communication may not be registered for sale or available for investment in your jurisdiction. This communication is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein.
A MESSAGE FROM STEPHEN PEARSON, CIO, JUPITER
Jupiter and Merian have a strong cultural alignment with active, high conviction investing driving decisions on portfolio construction and management. We believe our newly combined product line-up offers investors an opportunity to access some of the best active funds available, managed by a world-class fund management team.
This acquisition has significantly enhanced Jupiter’s investment capabilities. Not only have we expanded our fund range to include attractive new propositions such as global systematic equity and liquid alternatives, but we have also been able to add scale to areas where we are seeing increasing demand from investors, in fixed income and emerging market debt. We are also delighted to welcome highly regarded investment professionals to our established team. They will bring new expertise and different views as well as new skills and long-term track records that complement our existing franchises, cementing Jupiter’s position as an attractive home for leading fund management talent.
Jupiter has always prided itself on the breadth and depth of expertise and products we are able to offer clients. The addition of Merian further extends this range, offering a strong, well-diversified line-up of active, high-conviction and high-performing investment strategies.
ABOUT THE CIO OFFICE
The CIO office at Jupiter has responsibility for the fund management department and ultimately for performance outcomes for clients. The team has a variety of tools at its disposal to ensure Jupiter fund managers are supported in the work they do to seek the superior performance clients expect. From regular monitoring of portfolios to analysing outcomes and preserving investment quality, the team provides a framework in which our investment professionals can operate to optimum efficiency, while also having the freedom they need to pursue their own investment strategies and deliver for clients.
Ultimately, the CIO office creates, shapes and delivers the fund management strategy, ensuring investment excellence is kept at the heart of our business.
Click here to view the full post-acquisition Jupiter fund line-up.
