Jupiter Strategic Bond
Inclusive Class L - 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. It's run by Ariel Bezalel, a talented and experienced fund manager.
He generally seeks to achieve the highest returns possible for investors through a combination of income and growth. This includes taking more risk when the manager is 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.
Overall we see this as a more adventurous fund that might appeal to investors willing to accept larger ups and downs in their investment for the potential of higher long-term returns.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
20/05/17 to 20/05/18 | 20/05/18 to 20/05/19 | 20/05/19 to 20/05/20 | 20/05/20 to 20/05/21 | 20/05/21 to 20/05/22 | |
---|---|---|---|---|---|
Annual return | -1.03% | 4.57% | 3.61% | 3.43% | -7.95% |
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.
Fund Management Group Comment
Information about the fund
