Jupiter Global Fund - Jupiter Dynamic Bond Class Y EUR AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 5.2 | -2.5 | |
+/-Cat | - | - | - | 2.0 | -1.3 | |
+/-B’mrk | - | - | - | 3.4 | 0.4 | |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 15/07/2024 | EUR 10.36 | |
Day Change | 0.31% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU2507230089 | |
Fund Size (Mil) 15/07/2024 | EUR 5668.10 | |
Share Class Size (Mil) 15/07/2024 | EUR 83.10 | |
Max Initial Charge | - | |
Ongoing Charge 30/09/2023 | 0.14% |
Investment Objective: Jupiter Global Fund - Jupiter Dynamic Bond Class Y EUR Acc |
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 22/07/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar Gbl Core Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Fund - Jupiter Dynamic Bond Class Y EUR Acc | 31/05/2024 |
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