Jupiter Global Macro Bond Fund J GBP AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | - | 0.4 |
![]() | +/-Cat | - | - | - | - | -1.1 |
![]() | +/-B’mrk | - | - | - | - | -1.4 |
Category: Global Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.07 | |
Day Change | 0.31% | |
Morningstar Category™ | Global Bond - GBP Hedged | |
IA (formerly IMA) Sector | Global Mixed Bond | |
ISIN | GB00BR88QR33 | |
Fund Size (Mil) 30/12/2022 | GBP 370.67 | |
Share Class Size (Mil) 13/08/2024 | GBP 1.48 | |
Max Initial Charge | - | |
Ongoing Charge 01/05/2024 | 1.00% |
Investment Objective: Jupiter Global Macro Bond Fund J GBP Acc |
To seek to achieve income and capital growth, delivering a positive total return, net of fees, higher than the Sterling Overnight Interbank Average rate over a rolling 3-year periods. The fund primarily invests (at least 70%) in a diversified portfolio of global fixed, variable and zero rate debt securities, including government and corporate bonds. The fund will vary the currencies in which it invests to enable it to achieve its objective. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Nash 01/08/2016 | ||
Huw Davies 06/01/2022 | ||
Click here to see others | ||
Inception Date 29/09/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Macro Bond Fund J GBP Acc | 31/07/2024 |
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