Jupiter Strategic Bond I Acc

A flexible ‘go-anywhere’ bond fund that aims for a high income and capital growth by seeking out the best fixed-income opportunities around the world.

Jupiter Strategic Bond I Acc
Jupiter Unit Trust Managers Ltd
Unit Trust
£ Strategic Bond
0.74 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.8 %
Markit iBoxx GBP NonGilts TR
The Fund aims to achieve a high income with the prospect of capital growth. To attain the objective 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 Fund may invest in derivatives and forward transactions for investment purposes. The Manager may also 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).
Holding %
ICEE: (ITRAXX.XO.31.V1) 6.09 %
United States Treasury Bonds 3% 5.80 %
Australia (Commonwealth of) 3.25% 5.50 %
United States Treasury Notes 2.25% 4.27 %
Australia (Commonwealth of) 3.75% 4.05 %
United States Treasury Notes 2.75% 3.51 %
United States Treasury Bonds 2.25% 3.11 %
United States Treasury Notes 2% 3.05 %
Barclays Bank plc 14% 2.92 %
Australia (Commonwealth of) 3% 1.88 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 100.00 %
Jupiter Unit Trust Managers Ltd
SW1E 6SQ, London, United Kingdom
Legal Structure
Unit Trust


Ariel Bezalel
Joined 06/02/2008

Ariel Bezalel joined Jupiter in 1998 and is currently Fund Manager for the Fixed Interest Team with responsibility for co-managing Jupiter Monthly Income Fund (Unit Trust – fixed interest component), Jupiter High Income Fund (Unit Trust – fixed interest component) and Jupiter Global Managed Fund (Unit Trust – fixed interest component). He has a BA (Hons) Economics from Middlesex University.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.