Jupiter Strategic Bond Fund Z GBP Inc
Category Global Flexible Bond - GBP Hedged
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
52.17p
-0.24p (-0.46%)
Fund Code
JUSBZ
BN8T559
GB00BN8T5596
Prices updated as at 18 Feb 2025
Prices in GBX
Investment objective
To provide income with the prospect of capital growth to provide a return, net of fees, over the long term (at least five years). At least 70% of the Fund is invested in global fixed interest securities denominated in sterling or hedged back to sterling. Up to 30% of the Fund may be invested in other assets, including shares of companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. The Fund may enter into derivative transactions for investment (i.e. speculative) purposes.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | Global Flexible Bond - GBP Hedged |
---|---|---|
31 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | 6.63 | 5.77 |
31 Dec 16 - 31 Dec 17 | 4.25 | 4.55 |
31 Dec 17 - 31 Dec 18 | -0.87 | -2.85 |
31 Dec 18 - 31 Dec 19 | 8.31 | 8.12 |
31 Dec 19 - 31 Dec 20 | 6.25 | 5.23 |
31 Dec 20 - 31 Dec 21 | 1.37 | 0.01 |
31 Dec 21 - 31 Dec 22 | -15.59 | -8.86 |
31 Dec 22 - 31 Dec 23 | 8.91 | 7.10 |
31 Dec 23 - 31 Dec 24 | -0.22 | 4.61 |
Trailing returns (%)
Year | This fund | Global Flexible Bond - GBP Hedged |
---|---|---|
1 Day | -0.46 | -0.05 |
1 Month | 1.23 | 1.15 |
3 Months | 1.09 | 1.63 |
6 Months | -2.69 | 1.85 |
1 Year | 2.67 | 6.24 |
3 Years annualised | -1.49 | 1.55 |
5 Years annualised | -0.46 | 1.39 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.