Please read the following page carefully before proceeding as it contains important information concerning your use of the website and explains certain legal and regulatory restrictions applicable to any investment in the Jupiter range of funds and Investment Companies.
Important Legal Information
The material on this site is directed only at persons in the UK. It is not an offer or invitation to buy or sell the funds to persons in any jurisdiction other than the UK. Any applications or requests for further information received from non-UK persons may be refused at Jupiter's discretion.
All reasonable precautions have been taken to ensure the accuracy, security and confidentiality of information available through the site. The information may be amended at any time by Jupiter without notice. As far as it is permitted under the Financial Services and Markets Act (2000), Jupiter cannot be held liable for any loss or damage whether it is direct or consequential.
Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice which Jupiter is not authorised to give. If you are unsure of the suitability of any investment contained in this website, please contact an Independent Financial Adviser.
This site may provide links to third party websites over which Jupiter has no control. These links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.
About Jupiter
Jupiter Unit Trust Managers Limited and Jupiter Asset Management Limited are wholly owned subsidiaries of Jupiter Investment Management Group Limited (No 1 Grosvenor Place, London SW1X 7JJ).
Jupiter Unit Trust Managers Limited and Jupiter Asset Management Limited are both authorised and regulated by the Financial Services Authority whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS.
They are entered on the Financial Services Authority's register and their Register Nos. are as follows:
Jupiter Unit Trust Managers Limited 122488
Jupiter Asset Management Limited 141274
If you would like to access the Financial Services Authority's register please click here.
Taxation
Current tax levels and reliefs will depend on your individual circumstances and details are contained in the Key Features (incorporating the Simplified Prospectus) and Terms & Conditions. The 20% income tax deducted from the Cash Fund, the Corporate Bond Fund and the Distribution Fund is reclaimable by non-tax payers as well as on holdings within an ISA. Extra liabilities may be incurred for higher rate tax payers.
Personal Investing
The value of an investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount invested. The risk factors applying to the various unit trusts and investment companies are detailed in the Key Features (incorporating the Simplified Prospectus) and Terms & Conditions but it should be born in mind that specific risks apply to the under noted funds because of the nature of their investments or the markets they invest in:
- The Jupiter Monthly Income Fund
- The Jupiter Global Technology Fund
- The Jupiter Distribution Fund
- The Jupiter Corporate Bond Fund
- The Jupiter Emerging European Opportunities Fund
Quoted yields are not guaranteed. Past performance should not be seen as a guide to future performance. For the Jupiter Income Trust, the Jupiter Merlin Income Portfolio, the Jupiter Merlin Balanced Portfolio (from 1 December 2005), the Jupiter High Income Fund and the Jupiter Monthly Income Fund 100% of the annual management fee is charged to capital and for the Jupiter Distribution Fund and the Jupiter Growth and Income Fund 50% of the annual management fee is charged to capital. For the Jupiter Income Trust, the Jupiter Merlin Income Portfolio, the Jupiter Merlin Balanced Portfolio (from 1 December 2005) and the Jupiter Distribution Fund the trustee fees and other expenses are also charged to capital. In all cases where fees and expenses are debited to capital it has the effect of enhancing income but restricting capital growth.
For your security we may record or randomly monitor all telephone calls. Copies of the half-yearly and annual reports may be obtained from Jupiter Unit Trust Managers Limited, 1 Grosvenor Place, London SW1X 7JJ. Scheme particulars and key features documents may also be obtained from that address. Interim and annual reports for the Jupiter range of investment companies can be obtained from Jupiter Asset Management Limited, 1 Grosvenor Place, London SW1X 7JJ. Investment does not automatically give you entitlement to compensation under the Financial Services Compensation Scheme (FSCS) should we be unable to meet our liabilities; further information is available from FSCS (www.fscs.org.uk) or the Financial Services Authority. Some details are also given in our literature.
Data Protection and Privacy
For further information regarding Jupiter's Privacy Policy and how your data and personal details are protected, please see the Privacy page within the Help section of the site. This can be accessed by clicking here.
Trade Marks
"JUPITER" and
are the trade marks of Jupiter Investment Management Group Limited and registered in the UK and as Community Trade Marks.