Jupiter Strategic Bond
Class Z - Accumulation (GBP)





Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
We like this highly flexible bond fund. The fund is co-managed by Ariel Bezalel, Head of Fixed Income at Jupiter, and Harry Richards. We think Bezalel is a talented and experienced bond manager who has added value for investors compared to the peer group since the fund launched in 2008.
They generally seek to achieve the highest returns possible for investors through a combination of income and growth. This includes taking more risk when they are positive as well as adopting a more defensive approach in tougher times in an effort to shelter the portfolio. After all, if you lose less when the markets fall, there's less ground to make up when they rise again.
The fund invests in different types of bonds from all over the world, meaning it could be used as the foundation for the bond portion of a portfolio or could add some diversification to a portfolio focused on shares. However, investors should be aware that managers’ investment style means that this fund can experience more ups and downs than peers.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
01/08/20 to 01/08/21 | 01/08/21 to 01/08/22 | 01/08/22 to 01/08/23 | 01/08/23 to 01/08/24 | 01/08/24 to 01/08/25 | |
---|---|---|---|---|---|
Annual return | 3.50% | -9.87% | -4.77% | 9.30% | 3.47% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
