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| Change Details | |
|---|---|
| Title | Jupiter Unit Trust Managers Limited |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 29 June 2026 |
| Change Details | Target Benchmark change |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Jupiter Unit Trust Managers Limited |
| Fund Name | Jupiter European Jupiter European Special Situations |
| Type of change | Target Benchmark change |
| Date change effective from | 29/06/2026 |
| Is the event subject to shareholder approval? | No |
| 2. Investment objectives | |
| Fund Name | |
| Jupiter European | |
| Previous objective | New Objective |
| To provide a return, net of fees, higher than that provided by the FTSE World Europe Ex UK Index over the long term (at least five years). At least 70% of the fund is invested in shares of companies that are based in Europe (excluding the UK). Up to 30% of the fund may be invested in other assets, including shares of companies based anywhere in the world and other closed or open-ended funds (including funds managed by Jupiter and its associates), as well as cash and near cash. |
To provide a return, net of fees, higher than that provided by the MSCI Europe ex UK Net Total Return Index over the long term (at least five years). At least 70% of the fund is invested in shares of companies that are based in Europe (excluding the UK). Up to 30% of the fund may be invested in other assets, including shares of companies based anywhere in the world and other closed or open-ended funds (including funds managed by Jupiter and its associates), as well as cash and near cash. |
| Fund Name | |
| Jupiter European Special Situations | |
| Previous objective | New Objective |
| To provide a return, net of fees, higher than that provided by the FTSE World Europe Ex UK Index over the long term (at least five years). At least 70% of the fund is invested in shares on companies based in Europe (excluding the UK). Up to 30% of the fund may be invested in other assets, including shares on companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
To provide a return, net of fees, higher than that provided by the MSCI Europe ex UK Net Total Return Index over the long term (at least five years). At least 70% of the fund is invested in shares on companies based in Europe (excluding the UK). Up to 30% of the fund may be invested in other assets, including shares on companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |