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Jupiter Strategic Bond

Ranked 33 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

Ariel Bezalel

Ariel Bezalel is currently a fund manager and fixed interest fund management director at Jupiter where he joined in 1997. He makes his investment decisions based upon both macroeconomic indicators and fundamental metrics. Ariel holds a degree in Economics from Middlesex University.

Objective

To achieve a high income with the prospect of capital growth.by seeking out the best opportunities within the fixed interest universe globally. The Fund invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares, convertible bonds and other bonds. The manager will only enter into derivative transactions for the purpose of efficient management of the portfolio (including, but not limited to, forward currency transactions to hedge exposure in Euro denominated bonds back into Sterling) and not for investment.

Performance

Sterling Strategic Bond over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.4% 2.1% -0.3%
2013 7.2% 1.8% -0.5% 2.9% 2.8%
2012 17.3% 6.6% 1.4% 4.9% 3.5%
2011 5.6% 4.7% 0.5% -2.1% 2.5%
2010 12.6% 7.7% -1.7% 6.4% 0.0%
2009 44.9% 1.5% 16.8% 17.2% 4.3%
2008 -4.8% -7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2008
  • Share Class size2,282Mn
  • Base currencyGBP
  • ISIN GB00B2RBCS16

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment5,000

Charges

  • Annual management1.3%
  • Initial investment4

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).