| Change Details | |
|---|---|
| Title | Jupiter Unit Trust Managers Limited |
| Type | Other events |
| Companies Impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Effective Date | 29 November 2024 |
| 1. Fund details | |
| Companies impacted | Quilter Life & Pensions Limited Quilter Investment Platform Limited |
| Fund Group | Jupiter Unit Trust Managers Limited |
| Fund Name | Jupiter Global Sustainable Equities |
| Type of change | Name & Investment Policy Change |
| Date change effective from | 29/11/2024 |
| Is the event subject to shareholder approval? | No |
| 2. Name change details | |
| Current Fund Name | New Fund Name |
| Jupiter Global Sustainable Equities | Jupiter Global Leaders |
| 3. Investment Policy | |
| Previous Investment Policy | At least 70% of the fund is invested in shares of companies which offer the potential for growth and that meet the funds environmental, social and governance (‘ESG”) considerations based anywhere in the world. Up to 30% of the fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. To attain the objective by investing at least 70% of the fund in shares of companies which can be based anywhere in the world. The Investment Manager seeks to invest in companies which offer the potential for growth and that meet the fund’s environmental, social and governance (“ESG”) requirements. |
| New Investment Policy | At least 70% of the fund is invested in shares of companies which the Investment Manager considers to be leaders demonstrating high quality economic characteristics as well as environmental and/or social characteristics that support their leadership position (as further set out in the investment strategy) and offer the potential for growth, based anywhere in the world. The Investment Manager also takes environmental, social and governance (“ESG”) risks and opportunities into account as part of its investment selection process. Up to 30% of the fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. To attain the objective by investing at least 70% of the fund in shares of companies which the Investment Manager considers to be leaders (as defined in the investment strategy) and offer the potential for growth, based anywhere in the world. The Investment Manager takes environmental, social and governance (“ESG”) risks and opportunities into account as part of its investment selection process. |