Jupiter Strategic Bond Fund Z GBP Inc
Category Global Flexible Bond - GBP Hedged
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
53.35p
-0.11p (-0.21%)
Fund Code
JUSBZ
BN8T559
GB00BN8T5596
Prices updated as at 17 May 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
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 20 May 2024, 02:05
Trailing returns (%) as of 20 May 2024, 02:05
Annual performance (%)
Year | This fund | Global Flexible Bond - GBP Hedged |
---|---|---|
31 Mar 13 - 31 Mar 14 | - | - |
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | -1.66 | -1.17 |
31 Mar 16 - 31 Mar 17 | 7.28 | 6.41 |
31 Mar 17 - 31 Mar 18 | 2.10 | 1.96 |
31 Mar 18 - 31 Mar 19 | 3.38 | 1.13 |
31 Mar 19 - 31 Mar 20 | 2.39 | -3.12 |
31 Mar 20 - 31 Mar 21 | 6.07 | 12.48 |
31 Mar 21 - 31 Mar 22 | -1.98 | -3.16 |
31 Mar 22 - 31 Mar 23 | -7.60 | -3.99 |
31 Mar 23 - 31 Mar 24 | 5.02 | 6.44 |
Trailing returns (%)
Year | This fund | Global Flexible Bond - GBP Hedged |
---|---|---|
1 Day | -0.21 | -0.12 |
1 Month | 2.67 | 1.59 |
3 Months | 0.56 | 1.46 |
6 Months | 6.99 | 5.07 |
1 Year | 4.21 | 6.08 |
3 Years annualised | -2.21 | -0.72 |
5 Years annualised | 0.36 | 1.35 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.