Jupiter Dynamic Bond Class L AUD Inc M IRD HSCRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.4 | -4.4 | -11.3 | 2.0 | -6.1 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/05/2024 | AUD 72.99 | |
Day Change | -0.08% | |
Morningstar Category™ | Other Bond | |
ISIN | LU2015341279 | |
Fund Size (Mil) 15/05/2024 | EUR 5703.77 | |
Share Class Size (Mil) 15/05/2024 | AUD 39.62 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 30/09/2023 | 0.20% |
Investment Objective: Jupiter Dynamic Bond Class L AUD Inc M IRD HSC |
The fund seeks to achieve a high income with the prospect of capital growth from a portfolio of investments in global fixed interest securities. The Fund will invest at least 70% of its Net Asset Value in higher yielding debt securities, either directly or indirectly through derivative instruments. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ariel Bezalel 08/05/2012 | ||
Harry Richards 01/06/2019 | ||
Inception Date 02/09/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Dynamic Bond Class L AUD Inc M IRD HSC | 31/03/2024 |
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