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.

Name
Jupiter Strategic Bond I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B4T6SD53
Sector
£ Strategic Bond
Launched
19/09/2011
OCF
0.74 %
Risk Rating
3
3 Year Sharpe
1.50
3 Year Alpha
2.41
Yield
3.8 %
Benchmark
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 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

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.

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