Notification of name change to the underlying funds of various Jupiter Merlin funds
28 Oct 2026
Notification of changes to the underlying funds of:
- L119 Jupiter Merlin Balanced Portfolio (GBP)
- Q38 Jupiter Merlin Balanced Portfolio (GBP)**
- L120 Jupiter Merlin Growth Portfolio (GBP)
- Q40 Jupiter Merlin Growth Portfolio (GBP)**
(Together the “Affected Mirror Funds”)
We have been notified by Jupiter Asset Management Limited (the “Company”) of upcoming name changes to the underlying funds of the Affected Mirror Funds. These changes will take effect 2 November 2026 (the “Effective Date”).
The changes form part of a broader refresh of the underlying Merlin range intended to improve competitiveness of the range and align individual funds more closely with the outcomes and risk profiles sought by investors. Alongside the name changes, a clarificatory amendment will be made to the investment policy. There will no change to the investment proposition, investment approach or fees to the underlying funds of the Affected Mirror Funds as a result of these changes.
As a result of the underlying funds' name change, from the Effective Date, we will be changing the names of our Affected Mirror Funds to align with the changes, as follows:
| Affected Mirror Funds name before Effective Date | Affected Mirror Funds name after Effective Date |
|---|---|
L119 Jupiter Merlin Balanced Portfolio (GBP) Q38 Jupiter Merlin Balanced Portfolio (GBP)** | L119 Jupiter Merlin Signature Balanced (GBP) Q38 Jupiter Merlin Signature Balanced (GBP)** |
L120 Jupiter Merlin Growth Portfolio (GBP) Q40 Jupiter Merlin Grwoth Portfolio (GBP)** | L120 Jupiter Merlin Signature Growth (GBP) Q40 Jupiter Merlin Signature Growth (GBP)** |
*The underlying funds form part of the Merlin Signature range, meaning that their investment manager takes a whole-of-market approach to fund selection and is unconstrained in its choice of underlying managers, selecting what it considers to be the most appropriate fund for each allocation whether managed by Jupiter or by a third party manager. The investment manager may also use passive strategies where appropriate.
These changes will happen automatically within impacted policies or contracts and policyholders do not need to take any action if they are happy with the above changes.
Should you have any questions regarding these changes, please contact the Investment Marketing Team.
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** From 16 November 2026 - Fund applicable to UAE onshore designated policyholders.
