Jupiter Strategic Bond Z Acc

Quick Stats

Bid Price GBX 97.35 Offer Price GBX 98.03
Mid Price - Day Change GBX 0.00 (0.00%)
Price Date 5 Dec 2016 Crown Rating 2
Shares Class Inc. Yield 4.40 %
Total Expense Ratio 0.00 Fund Size 3,199,027,374.00
Launch Date 02/06/2008 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.47 Sector IMA UK Equity Income
Min Investment (£) 125,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BN8T5935 Min TopUp (£) 50.00

Fund Objective

The Fund aims to achieve a high income with the prospect of capital growth by seeking out the best opportunities within the fixed interest universe globally. The Fund invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares, convertible bonds and other bonds. The Fund may invest in derivatives and forward transactions for investment purposes (including, but not limited to, forward currency transactions to hedge exposure in Euro denominated bonds back into Sterling).

Fund Managers

Ariel Bezalel
Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Interest & Multi-Asset Team since 1998 and a fund manager since 2000. He currently manages the Jupiter Strategic Bond Fund (Unit Trust) and the Jupiter Dynamic Bond fund (SICAV). Ariel has a degree in Economics from Middlesex University.