Change of name and benchmark for The Jupiter Global Fund - European Growth
The board of directors (the “Board”) of The Jupiter Global Fund (the “Company”) will be making certain changes to The Jupiter Global Fund - Jupiter European Growth (the “Fund”) with effect from 9 December 2025 (the “Effective Date”).
AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS NAMED OPPOSITE
- Jupiter European Growth L Acc EUR - LU0260085492
- Jupiter European Growth L Acc USD Hgd - LU0966834136
Change of Name
As from the Effective Date, the Board has decided to change the name of the Fund from “The Jupiter Global Fund – Jupiter European Growth” to “The Jupiter Global Fund – Jupiter European Select”.
The change of name reflects the evolution of the investment style of the Fund from a growth-focused approach to a more core or style-agnostic strategy while continuing to operate within the investment approach and investment limits as described in the Fund's Prospectus.
Change of Benchmark
Currently the Fund uses the “FTSE World Europe Index” (the "Current Index") for performance comparison purposes.
The Board has decided, as from the Effective Date, to select the "MSCI Europe Index" as new index for the Fund (the "New Index"). It has been decided to use the New Index considering its better alignment with (i) the Fund’s investment countries as well as (ii) market standards and benchmarks generally used by competitors for similar strategies.
All other key features of the Fund will remain the same.
The index change will have no impact on the Fund’s portfolio or the way it is managed, nor on its risk profile (as measured by the Summary Risk Indicator/Synthetic Risk Reward Indicator disclosed in the Key Information Document ("KID") and the Key Investor Information Document (“KIID”) respectively).
Please note that the change above will not entail any additional fees charged by the Company.
The changes exposed above will be included in the next update of the Fund's Prospectus and the KIDs/KIIDs in relation to the Fund which may be obtained from Jupiter's website or from the Documents tab of our RL360 fund centres.
AVAILABLE IN OUR OPEN-ARCHITECTURE PRODUCTS
The Fund can also be accessed through our portfolio bonds and therefore will be subject to the changes detailed above.
The above changes will happen automatically so policyholders/bond holders do not need to take any action.
The above details are laid out in full in the Jupiter Global Fund Notification which can be found opposite.