Jupiter Global Convertibles Class L GBP A Inc HSCRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.4 | 2.6 | -14.7 | 5.9 | -0.2 | |
+/-Cat | -9.2 | 2.3 | 1.2 | -1.3 | -0.6 | |
+/-B’mrk | - | - | - | - | - | |
Category: Convertible Bond - Global, GBP Hedged | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 03/05/2024 | GBP 12.07 | |
Day Change | -0.41% | |
Morningstar Category™ | Convertible Bond - Global, GBP Hedged | |
IA (formerly IMA) Sector | - | |
ISIN | LU0522256048 | |
Fund Size (Mil) 03/05/2024 | EUR 85.28 | |
Share Class Size (Mil) 03/05/2024 | GBP 0.11 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.22% |
Morningstar Research |
Analyst Report | 31/03/2024 Morningstar Manager Research, Morningstar, Inc |
Jupiter Global Convertibles’ seasoned leadership team and robust investment strategy are key positive drivers. The Morningstar Analyst Rating for the clean share classes (I) and (D) is reaffirmed at Bronze, while the more expensive share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Global Convertibles Class L GBP A Inc HSC |
To achieve long term capital growth through investment on a global basis in a diversified portfolio of convertible securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Lee Manzi 01/10/2010 | ||
Makeem Asif 01/07/2020 | ||
Inception Date 01/10/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Refinitiv Global Focus Hgd CB TR EUR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Convertibles Class L GBP A Inc HSC | 31/01/2024 |
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