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Jupiter Strategic Bond Fund (Acc)
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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 had 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.
Download
 Information flyer
*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.
Fund Manager Ariel Bezalel
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A significant proportion of the portfolio may be held in higher yielding bonds. These have an increased risk of capital erosion due to a higher possibility of default by the bond issuer. Changing market conditions and interest rate levels can also have a larger impact on the values of high yielding bonds than on other bonds. Due to the overall structure of the portfolio, the level of quarterly income payments will not be constant and will fluctuate. Quoted yields are not guaranteed.
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Income funds
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Contact Us
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Fund Literature
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For further information please contact one of the team.
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For more information about the Fund, a range of literature items are available.
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