Jupiter Global Macro Bond Fund

Select share classes

Jupiter Global Macro Bond Fund I GBP Inc

Category Global Diversified Bond - GBP Hedged

star-filledstar-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.1487

arrow-down£-0.001 (-0.07%)

Fund Code

OLGSI

B1XG8J6

GB00B1XG8J69

Prices updated as at 02 May 2025
|
Prices in GBP

Investment objective
To seek to achieve income and capital growth, delivering a positive total return, net of fees, higher than the Sterling Overnight Interbank Average rate over a rolling 3-year periods. The fund primarily invests (at least 70%) in a diversified portfolio of global fixed, variable and zero rate debt securities, including government and corporate bonds. The fund will vary the currencies in which it invests to enable it to achieve its objective.

Annual performance (%)

YearThis fundGlobal Diversified Bond - GBP Hedged
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 183.131.00
31 Mar 18 - 31 Mar 190.961.36
31 Mar 19 - 31 Mar 209.221.45
31 Mar 20 - 31 Mar 2110.594.10
31 Mar 21 - 31 Mar 22-0.12-3.99
31 Mar 22 - 31 Mar 232.18-4.81
31 Mar 23 - 31 Mar 244.463.20
31 Mar 24 - 31 Mar 252.824.19

Trailing returns (%)

YearThis fundGlobal Diversified Bond - GBP Hedged
1 Day-0.07-0.24
1 Month0.670.39
3 Months2.681.33
6 Months2.892.48
1 Year5.196.01
3 Years annualised3.182.17
5 Years annualised3.680.37
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.