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Proposed Acquisition of Merian
Trading update for Jupiter
Acquisition Overview
Proposed acquisition of Merian Global Investors
Key transaction terms
Merian: high-conviction active asset manager
Acquistion Rationale
Compelling strategic benefits and client outcomes
Significant and attractive financial benefits for shareholders
Enhances Jupiter’s position as one of the UK's leading independent and high-conviction active asset managers
Proven track record of delivering attractive returns for clients across both firms
Acquisition delivers greater resilience for Jupiter with no fundamental change to culture or investment identity
Reinforces Jupiter's core UK franchise, broadening its equity capabilities and retail distribution presence
Strengthens and diversifies Jupiter's client base with distinct client sets in international markets
Extends Jupiters capabilities into product gaps with attractive growth potential
Delivers improvement in diversification at the fund level
Strategic priorities set out at Capital Markets Day
Acquisition is consistent with Jupiter's strategic priorities
Increases Jupiter's capacity to invest in additional future growth initiatives
Financial Impact
Combined financial metrics
Financial benefits
Clear and well-designed integration plan to deliver cost savings whilst ensuring stability
Retained robust capital and liquidity position
Transaction timetable
Closing Remarks
Increases Jupiter's capacity to invest in additional future growth initiatives
Delivering growth through investment excellence
Delivering growth through investment excellence
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