Jupiter Strategic Bond Fund

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Jupiter Strategic Bond Fund Z GBP Inc

Category Global Flexible Bond - GBP Hedged


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

52.17p

arrow-down-0.24p (-0.46%)

Fund Code

JUSBZ

BN8T559

GB00BN8T5596

Prices updated as at 18 Feb 2025
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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.

Annual performance (%)

YearThis fundGlobal Flexible Bond - GBP Hedged
31 Dec 14 - 31 Dec 15--
31 Dec 15 - 31 Dec 166.635.77
31 Dec 16 - 31 Dec 174.254.55
31 Dec 17 - 31 Dec 18-0.87-2.85
31 Dec 18 - 31 Dec 198.318.12
31 Dec 19 - 31 Dec 206.255.23
31 Dec 20 - 31 Dec 211.370.01
31 Dec 21 - 31 Dec 22-15.59-8.86
31 Dec 22 - 31 Dec 238.917.10
31 Dec 23 - 31 Dec 24-0.224.61

Trailing returns (%)

YearThis fundGlobal Flexible Bond - GBP Hedged
1 Day-0.46-0.05
1 Month1.231.15
3 Months1.091.63
6 Months-2.691.85
1 Year2.676.24
3 Years annualised-1.491.55
5 Years annualised-0.461.39
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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