Jupiter Strategic Bond Fund
Talking factsheet: Jupiter Strategic Bond Fund
Ariel Bezalel gives an overview of Jupiter’s global flexible bond strategy, how the investment process works, and how the team seek to generate alpha.
The Jupiter Strategic Bond Fund is a ‘go anywhere,’ high-conviction fund, meaning the managers are able to seek out the best opportunities within the fixed interest universe on a global basis while carefully managing downside risk.
No benchmark
Credit research for ESG
The team ensures credit research captures environmental, social and governmental risks and opportunities. They also use access to management to highlight ESG issues.
The possibility to flexibly alter the portfolio duration of the fund provides the managers with an additional lever to cushion portfolio risk or even to benefit from changes in interest rates.
Please note
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. The views expressed are those of the individuals mentioned at the time of writing, are not necessarily those of Jupiter as a whole, and may be subject to change. This is particularly true during periods of rapidly changing market circumstances.
Jupiter Strategic Bond Fund
Jupiter Dynamic Bond ESG
We believe the scale of the bond market offers unrivalled opportunities for investors to align their interests with those of our planet and the society in which we live.
Meet the team
Jupiter Fixed Income Team
Ariel Bezalel (Lead Investment Manager) started in the industry in 1998 and has gained experience in sovereign and credit markets. He has managed Jupiter’s Global Unconstrained Bond Strategy since its inception in 2008 with the launch of the Jupiter Strategic Bond Fund. The scope of the strategy expanded with the launch of the Jupiter Dynamic Bond SICAV in May 2012.
Harry Richards joined Jupiter in 2011 and became an Investment Manager with Ariel Bezalel in 2016.
The team is supported by Matthew Morgan and Valerio Angioni as investment directors, who are responsible for business development and commercial strategy.
Literature
Click the button below to download all fund literature of Jupiter Strategic Bond Fund.