Markets so far in 2022 have been unusually difficult for investors to navigate. Investors who split their portfolios between equities and bonds, hoping that when equities fall, bonds would provide a safe haven, have suffered. With a retreat from highly valued company shares combined with central banks raising interest rates, and higher inflation, both equities and bonds have suffered. It has not been easy for investors to find diversification.
The Jupiter Merian Global Equity Absolute Return Fund (GEAR) has historically offered a good source of diversification because it has had low correlation to both equities and bonds. In the 13 years since the fund’s inception, the fund has been uncorrelated with the MSCI World index.
Past performance is no indication of current or future performance. Source: Jupiter, as at 30.06.2022. Updated on an annual basis. Three month rolling correlation with MSCI World index.