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| Change Details | |
|---|---|
| Title | Jupiter Merlin Monthly Income Select |
| Type | Objective and policy changes |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 02 November 2026 |
| Change Details | Name & investment objective & policy change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Jupiter Unit Trust Managers Limited |
| Fund Name | Jupiter Merlin Monthly Income Select |
| Type of change | Name & Objective Change |
| Date change effective from | 2 November 2026 |
| Is the event subject to shareholder approval? | Yes - approved |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Jupiter Merlin Monthly Income Select | Jupiter Merlin Select Monthly Income |
| 3. Investment objectives | |
| Previous objective | To provide regular income with the prospect of capital growth over the long term (at least five years). At least 70% of the fund is invested in collective investment schemes, with typically between 40% and 70% and at least 25% in funds managed or operated by Jupiter or an associate of Jupiter. Up to 30% of the fund may be in invested in other transferable securities, cash and near cash. The fund will have exposure (direct and/or indirect) of: (i) at least 60% to fixed interest securities; and (ii) up to 35% to shares of companies. At least 50% of the fund will (in aggregate) be invested directly or indirectly in i) shares issued by companies based in the UK and/or funds investing in such companies; and/or ii) transferable securities which are sterling-denominated or hedged back to sterling. The fund may enter into derivative transactions for: (i) efficient portfolio management (including hedging) purposes, i.e. to reduce risk, minimise costs or generate additional capital and/or income; or (ii) investment (i.e. speculative) purposes, such as creating both long and short positions through derivatives. The Investment Manager expects that derivative transactions will be used primarily for efficient portfolio management purposes. |
| New objective | To provide monthly income with the prospect of capital growth over the long term (at least five years). At least 70% of the fund is invested in collective investment schemes, with typically between 50% to 80% and at least 40% (excluding cash or near cash) in funds managed or operated by Jupiter or an associate of Jupiter. Up to 30% of the fund may be invested in other transferable securities (including shares of companies, fixed interest securities and exchange traded commodities), cash, near cash, money market instruments and deposits. The fund will have exposure (direct and/or indirect) of up to 60% (typically between 40% to 50%) to shares of companies. The fund may only enter directly into derivative transactions for the purposes of efficient portfolio management (including hedging), i.e. to reduce risk, minimise costs or generate additional capital and/or income. The fund may not enter directly into derivative transactions for investment (i.e. speculative) purposes. |