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 | |
|---|---|
| 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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