Jupiter Strategic Bond I Acc

Fund
This fund can be held in

Fund Info

  • Yield History3.81%
  • 3 Year sharpe1.32
  • 3 Year alpha2.28
  • Distribution Typeaccumulation
  • BenchmarkIA £ Strategic Bond
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.74%
  • Sector£ Strategic Bond
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4T6SD53

Investment Strategy

To provide income with the prospect of capital growth to provide a return, net of fees, higher than the IA £ Strategic Bond Sector average 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 also enter into derivative transactions for investment (i.e. speculative) purposes.

Latest news

Currently there for this fund. Visit our news hub for other news .