Jupiter Strategic Bond Fund I Acc
Category Global Flexible Bond - GBP Hedged
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
105.64p
0.61p (+0.58%)
Fund Code
JUSIA
B4T6SD5
GB00B4T6SD53
Prices updated as at 18 Apr 2024
Prices in GBX
Investment objective
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 19 Apr 2024, 08:04
Trailing returns (%) as of 19 Apr 2024, 08:04
Annual performance (%)
Year | This fund | Global Flexible Bond - GBP Hedged |
---|---|---|
31 Mar 13 - 31 Mar 14 | 6.34 | 4.76 |
31 Mar 14 - 31 Mar 15 | 4.45 | 4.62 |
31 Mar 15 - 31 Mar 16 | -1.68 | -1.17 |
31 Mar 16 - 31 Mar 17 | 7.37 | 6.41 |
31 Mar 17 - 31 Mar 18 | 1.98 | 1.96 |
31 Mar 18 - 31 Mar 19 | 3.30 | 1.13 |
31 Mar 19 - 31 Mar 20 | 2.37 | -3.12 |
31 Mar 20 - 31 Mar 21 | 6.07 | 12.48 |
31 Mar 21 - 31 Mar 22 | -2.00 | -3.16 |
31 Mar 22 - 31 Mar 23 | -7.62 | -3.99 |
31 Mar 23 - 31 Mar 24 | 4.98 | 6.44 |
Trailing returns (%)
Year | This fund | Global Flexible Bond - GBP Hedged |
---|---|---|
1 Day | 0.58 | 0.12 |
1 Month | -3.03 | -0.75 |
3 Months | -1.77 | 0.21 |
6 Months | 8.35 | 6.51 |
1 Year | 1.58 | 4.50 |
3 Years annualised | -2.93 | -1.17 |
5 Years annualised | 0.17 | 1.05 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.