Jupiter Monthly Income Bond Fund

Select share classes

Jupiter Monthly Income Bond Fund I GBP Acc

Category Global Flexible Bond - GBP Hedged


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.5179

arrow-up£0.00 (+0.02%)

Fund Code

OLMMA

B1XG8W9

GB00B1XG8W96

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
To seek to achieve income and capital growth by delivering a return, net of fees, greater than that of the Target Benchmark over rolling 3 year periods. The Target Benchmark consists 50% of the ICE BofA 1-5Y BBB Sterling Corporate Index and 50% of the ICE BofA Sterling High Yield Index. The fund primarily invests (at least 70%) in a diversified portfolio of fixed, variable and zero rate debt securities, including corporate and government bonds. There are no specific restrictions as to the economic sectors or geographic areas that the fund may invest in.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerHilary Blandy
1.52
1.37
Fund comparative indexICE BofA Sterling HY TR GBP
£ Strategic Bond
-
0.65
0.30
0.00
Global Flexible Bond - GBP Hedged
No
Fund providerJupiter Fund Managers Limited
Share class launch date10 Jan 2013
£173.50m
6.70
-
4.21
Monthly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.