Jupiter Corporate Bond Fund L IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 11.9 | -2.5 | -18.7 | 9.9 | 3.2 |
![]() | +/-Cat | 3.2 | 0.2 | 0.0 | 0.2 | 1.5 |
![]() | +/-B’mrk | 2.4 | 1.4 | 1.9 | 0.1 | 2.0 |
Category: GBP Corporate Bond | ||||||
Category Benchmark: Morningstar UK Corp Bd GR GBP |
Key Stats | ||
NAV 14/08/2024 | GBX 53.74 | |
Day Change | 0.52% | |
Morningstar Category™ | GBP Corporate Bond | |
IA (formerly IMA) Sector | £ Corporate Bond | |
ISIN | GB0002691805 | |
Fund Size (Mil) 17/07/2024 | GBP 347.83 | |
Share Class Size (Mil) 13/08/2024 | GBP 13.65 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.09% |
Morningstar Research |
Analyst Report | 21/12/2023 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
Jupiter Corporate Bond brings an experienced management and analyst team, whose well-defined investment process has achieved attractive absolute and risk-adjusted returns since taking over the strategy in May 2018. We initiate coverage with a... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Corporate Bond Fund L Inc |
To provide income with the prospect of capital growth, in order to achieve a return, net of fees, higher than the ICE BofA Sterling Non-Gilt Index over the long term (at least five years). At least 70% of the Fund is invested in fixed interest securities issued by companies based anywhere in the world. Up to 30% of the Fund may be invested in other assets, including open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Harry Richards 01/05/2018 | ||
Adam Darling 01/05/2018 | ||
Inception Date 05/05/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Sterling Non-Gilt TR GBP | Morningstar UK Corp Bd GR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Corporate Bond Fund L Inc | 30/04/2024 |
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