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
105.87p
0.39p (+0.37%)
Fund Code
JUSIA
B4T6SD5
GB00B4T6SD53
Prices updated as at 23 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
Our view
This Jupiter Strategic Bond Fund aims to seek out the best opportunities within the fixed interest universe globally. The fund is managed by Ariel Bezalel who buys all types of bonds from around the world.
The manager invests in high yield, investment grade and convertible bonds in addition to preference shares and derivatives. He blends top-down macroeconomics ideas with bottom-up company research.