Jupiter Strategic Bond Fund X GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 1.5 | -15.5 | 9.0 | -0.1 | |
+/-Cat | - | 1.5 | -6.6 | 1.9 | -1.1 | |
+/-B’mrk | - | 3.0 | -3.3 | 2.8 | -0.1 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 19/04/2024 | GBP 0.95 | |
Day Change | 0.16% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00BKSFXX05 | |
Fund Size (Mil) 17/04/2024 | GBP 2334.42 | |
Share Class Size (Mil) 18/04/2024 | GBP 205.86 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.61% |
Morningstar Research |
Analyst Report | 24/10/2023 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
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 People and Process Pillar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Strategic Bond Fund X GBP Acc |
To provide income with the prospect of capital growth to provide a return, net of fees, 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 01/06/2019 | ||
Inception Date 02/06/2020 |
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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 Fund X GBP Acc | 31/12/2023 |
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