Spring 2021: the funds gaining and losing their Elite Ratings
Following FundCalibre’s Spring investment committee, two new funds have gained an Elite Rating and...
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.
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.
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.
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.