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ii Super 60 - Jupiter Strategic Bond

ii Super 60 investments

ii Super 60 investments:
Jupiter Strategic Bond

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Asset Group Asset Sub-Group Investment Category
Fixed Income Sterling bonds Core

Selection rationale:
Jupiter Strategic Bond has a strong record of outperforming its peer group over the short and long term and may be a good option for lower-risk profile investors.

Ariel Bezalel, head of fixed income at Jupiter, has been at the helm of the strategy since its inception in 2008, and says a defensive strategy remains prudent in a market that is vulnerable to unforeseen shocks. He can invest in the best opportunities globally, across a range of fixed interest securities including high-yield bonds, investment-grade bonds, government bonds and convertibles. He can also use derivatives to mitigate the risk of falling bond prices. The fund yields 2.9% and pays income quarterly.

Bezalel picks investments based on his view of the global economy, working out how much risk is appropriate to take, and which sectors and countries offer the best opportunities, considering factors such as inflation, interest rates and economic growth. When he is feeling more risk-averse, he typically has more investment-grade bonds in the portfolio. At the end of 2019, 36% was in AAA-rated bonds – the highest quality.

Since avoiding losses is his top priority, when investing in high-yield bonds he prefers the most senior bonds in a company’s capital structure. These are typically secured on the company’s assets. He also likes companies that are paying down their debts over time, which helps to improve their creditworthiness and pushes their bond prices higher.

January 2020

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Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.