Jupiter Strategic Bond I AccRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.0 | 8.3 | 6.2 | 1.4 | -7.7 |
![]() | +/-Cat | 1.9 | 0.2 | 1.0 | 1.4 | -2.0 |
![]() | +/-B’mrk | -1.1 | 1.8 | 1.3 | 2.9 | 0.0 |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 20/05/2022 | GBX 106.92 | |
Day Change | -0.02% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B4T6SD53 | |
Fund Size (Mil) 19/05/2022 | GBP 3815.80 | |
Share Class Size (Mil) 20/05/2022 | GBP 1333.11 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2022 | 0.73% |
Morningstar Research |
Analyst Report |
Jupiter Strategic Bond benefits from the experience of its lead portfolio manager, continuity in the execution of its flexible investment process, and strong absolute- and risk-adjusted returns since inception.The Morningstar Analyst Rating for... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | High |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Jupiter Strategic Bond I Acc |
To provide income with the prospect of capital growth to provide a return, net of fees, higher than the IA £ Strategic Bond Sector average over the long term (at least five years). At least 70% of the Fund is invested in global fixed interest securities denominated in sterling or hedged back to sterling. Up to 30% of the Fund may be invested in other assets, including shares of companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. The Fund may enter into derivative transactions for investment (i.e. speculative) purposes. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ariel Bezalel 02/06/2008 | ||
Harry Richards 01/05/2018 | ||
Inception Date 19/09/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA £ Strategic Bond | Bloomberg Global Aggregate TR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Strategic Bond I Acc | 31/01/2022 |
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