Jupiter Strategic Bond I Inc

Jupiter Strategic Bond I Inc
Jupiter Unit Trust Managers Ltd
Unit Trust
£ Strategic Bond
0.73 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.3 %
IA £ Strategic Bond
The Fund aims to provide income with the prospect of capital growth to provide a return, net of fees, higher than the IA £ Strategic Bond Sector average 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.
Holding %
Australia (Commonwealth of) 3.25% 4.89 %
United States Treasury Notes 2.25% 4.61 %
United States Treasury Bonds 2.25% 3.88 %
Australia (Commonwealth of) 3.75% 3.75 %
United States Treasury Notes 2.75% 3.67 %
United States Treasury Notes 2% 3.32 %
United States Treasury Bonds 3% 2.57 %
United States Treasury Notes 1.62% 2.44 %
Virgin Media Receivables Financing I DAC 5.5% 1.71 %
United States Treasury Notes 2.62% 1.68 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 100.00 %
Jupiter Unit Trust Managers Ltd
SW1E 6SQ, London, United Kingdom
Legal Structure
Unit Trust


Ariel Bezalel
Joined 06/02/2008

Ariel Bezalel joined Jupiter in 1998 and is currently Fund Manager for the Fixed Interest Team with responsibility for co-managing Jupiter Monthly Income Fund (Unit Trust – fixed interest component), Jupiter High Income Fund (Unit Trust – fixed interest component) and Jupiter Global Managed Fund (Unit Trust – fixed interest component). He has a BA (Hons) Economics from Middlesex University.

Data provided by Morningstar.

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