adviser only
Merian funds rebranded post-Jupiter merger
Jupiter Asset Management has announced that, from 15 February 2021, the Merian funds in its range will be rebranded and renamed Jupiter.
Merian Global Investors was created following a management buyout in June 2018. The business was subsequently purchased by Jupiter Asset Management in 2019. As part of the company’s ‘fresh start’, a new logo has been created along with a new Jupiter website, which also goes live today. The Merian website will be retired.
What is changing?
The names of all but a very small number of Merian-branded funds will change. In the majority of cases, the prefix “Merian” simply becomes “Jupiter,” with the rest of the name remaining as it was previously.
For example, Merian Gold & Silver, Merian UK Alpha and Merian UK Smaller Companies which are Elite Rated or on FundCalibre’s Radar, are now called Jupiter Gold & Silver, Jupiter UK Alpha and Jupiter UK Smaller Companies.
Jupiter’s brand has also been refreshed, with updated brand values, a new logo, new corporate colours, and a new visual identity.
What’s not changing?
ISIN numbers and other fund identifiers will not change, nor will the annual charges.
The fund management teams and investment processes for each fund also remain the same.
What action should investors take?
There is no need for investors to take any action as a result of the name changes. Simply be aware that the names will appear differently on your valuation and trading statements.
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
