Notification of Investment Policy Changes for Jupiter Dynamic Bond Fund
The Jupiter Global Fund (the “Company”) have notified us of an amendment to the investment policy of their Jupiter Dynamic Bond Fund (the “Fund”). This change will take effect from 2 August 2023 (the “Effective Date”)
AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS
The Fund can be found in our defined fund range products Oracle, Quantum (including Malaysia variants), Paragon, Regular Savings Plan (including Malaysia variants), LifePlan (including Lebanon variants), Kudos and Protected Lifestyle (including Lebanon variants):
SUMMARY OF CHANGES
Currently, the investment policy of the Fund allows the fund manager to enter into derivative transactions for efficient portfolio management purposes. From the Effective Date the Fund may begin to invest in financial derivative instruments for hedging and investment purposes, in addition to efficient portfolio management.
From the Effective Date, the Fund may also make use of total return swaps to provide exposure on a total return basis to an underlying reference investment.
| Fund Name | ISIN |
|---|---|
| Jupiter Dynamic Bond L AUD Hdg Acc | LU1074970481 |
| Jupiter Dynamic Bond L CHF Hdg Acc | LU0853555620 |
| Jupiter Dynamic Bond L EUR Acc | LU0853555380 |
| Jupiter Dynamic Bond L GBP Hdg Acc | LU0853555547 |
| Jupiter Dynamic Bond L USD Hdg Acc | LU0853555463 |
Please refer to the official shareholder notification from The Jupiter Global Fund opposite for full details of the investment policy changes.
For more information regarding The Jupiter Global Fund, please visit: www.jupiteram.com