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Jupiter Strategic Bond

Ranked 31 out of 61 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Ariel Bezalel

Ariel Bezalel is currently a fund manager and fixed interest fund management director at Jupiter where he joined in 1997. He makes his investment decisions based upon both macroeconomic indicators and fundamental metrics. Ariel holds a degree in Economics from Middlesex University.

Objective

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 manager will only enter into derivative transactions for the purpose of efficient management of the portfolio (including, but not limited to, forward currency transactions to hedge exposure in Euro denominated bonds back into Sterling) and not for investment.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Sterling Strategic Bond over : 30/09/2016 - 30/09/2017
  • Rank 31/61 Total Return
  • Rank 14/61 Standard Deviation
  • Rank 20/61 Max Drawdown
Fund Name Currency Loss
18 Threadneedle Strategic Bond 1 Net Inc GBX GBP

-1.0%

19 St James's Place Corporate Bond L Acc GBP

-1.1%

20 Jupiter Strategic Bond Acc GBP

-1.1%

21 Aviva Investors Strategic Bond SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

22 Santander Strategic Bond II Gr GBP

-1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% 1.2% 0.1%
2016 7.8% 1.2% 3.2% 3.1% 0.1%
2015 1.5% 3.4% -2.0% 0.5% -0.3%
2014 4.8% 2.4% 2.1% -0.3% 0.4%
2013 7.2% 1.8% -0.5% 2.9% 2.8%
2012 17.3% 6.6% 1.4% 4.9% 3.5%
2011 5.6% 4.7% 0.5% -2.1% 2.5%
2010 12.6% 7.7% -1.7% 6.4% 0.0%
2009 44.9% 1.5% 16.8% 17.2% 4.3%
2008 -4.8% -7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date02/06/2008
  • Share Class size105Mn
  • Base currencyGBP
  • ISIN GB00B2RBCS16

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%
  • Initial investment4

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).