The Jupiter Strategic Bond Fund is a 'go anywhere' fund meaning that whilst aiming to achieve high income with the prospect of capital growth, it will invest across the credit ratings spectrum. It invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares, convertible bonds and other bonds.
The fund manager, Ariel Bezalel, aims to seek out the best opportunities within the fixed interest universe globally. To achieve this, he looks for situations offering value and good risk/reward positions. He spends a lot of time meeting management and researching company fundamentals with the help of credit analyst Rhys Petheram, a former specialist at credit ratings agency Moody's.
Fund manager
Ariel Bezalel, launch date 2 June 2008.
Key fund facts
- Target distribution yield of 7%*
- Ariel has over 10 years experience in sovereign and credit markets
- Ariel works alongside some of Jupiter's best known managers such as Anthony Nutt, Laurie Petar and John Chatfeild-Roberts
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Fund Factsheet
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*The target distribution yield reflects the estimated annualised gross income based on a snapshot of the portfolio at launch, net of expenses of the Fund as a percentage of the mid-market unit price of the Fund.