This site is for financial advisers only, Click here for the consumer site.

Share
Print
Print Share

Jupiter Monthly Income change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual International Guernsey Limited
Fund Group Jupiter Unit Trust Managers Ltd
Fund Name Jupiter Monthly Income
Type of change Name & Objective Change
Date change effective from 19 March 2019
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name Jupiter Monthly Income
New fund name Jupiter Monthly Alternative Income
3. Fund objectives  
Previous fund objective To achieve a high level of sustainable income with prospects of capital growth by investing principally in the UK, principally in equities via various classes of investment trust securities, with some exposure to fixed interest securities.
New fund objective To achieve a high level of sustainable income with prospects of capital growth by investing at least 70% of its Net Asset Value in UK- listed closed-ended funds including investment trusts.


Copy Client Correspondence

Financial Adviser Verification