Jupiter Strategic Bond Fund X GBP Monthly IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
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Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 15/07/2024 | GBP 1.02 | |
Day Change | 0.13% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00BQ1LGX85 | |
Fund Size (Mil) 15/07/2024 | GBP 2322.85 | |
Share Class Size (Mil) 15/07/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Jupiter Strategic Bond Fund X GBP Monthly Inc |
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 03/06/2024 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA £ Strategic Bond | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Strategic Bond Fund X GBP Monthly Inc | 31/03/2024 |
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