Jupiter Strategic Bond I Acc

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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.

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