Jupiter Strategic Bond Class Z - Income (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 Harry Richards and Head of Fixed Income at Jupiter, Ariel Bezalel. We think Bezalel is a talented and experienced bond manager whose economic analysis and ability to select successful bonds within certain sectors has added value for investors.
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 could add some diversification to a portfolio focused on shares or higher risk bond funds. We expect the fund to deliver stronger relative performance in falling markets.
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
09/10/19 to 09/10/20 | 09/10/20 to 09/10/21 | 09/10/21 to 09/10/22 | 09/10/22 to 09/10/23 | 09/10/23 to 09/10/24 | |
---|---|---|---|---|---|
Annual return | 3.09% | 2.45% | -16.56% | -0.32% | 14.41% |
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.