Jupiter Dynamic Bond
Aim for monthly payout (Dividends may be paid out of the fund’s capital and it is not guaranteed refer to risk disclosure 4)
Important Information
- Jupiter Dynamic Bond (the “Fund”) primarily invests in fixed interest securities. A significant portion of the Fund may be invested in high yield bonds, investment grade bonds, government bonds and convertible bonds.
- Such investments may be subject to interest rate risks, credit risks, repayment risks, liquidity risks, exchange rate risks and risk associated with changing market conditions. Investments in higher yielding assets also carry a greater risks of default and downgrading.
- The Fund may make use of any one or a combination of the following instruments for hedging or efficient portfolio management purposes only: futures, options, portfolio swaps, forward currency contracts, credit default swaps and other financial derivative instruments (“FDI”). In adverse circumstances, the Fund’s use of FDI may become ineffective in hedging / efficient portfolio management and the Fund may suffer significant losses in relation to those investments.
- Income (“Inc”) or Income Distribution (“Inc Dist”) Classes of the Fund may at its discretion pay dividend out of gross income while charging / paying all or part of the Fund’s fees and expenses to / out of the capital of the fund, resulting in an increase in distributable income for the payment of dividends by the Fund and therefore, the Fund may effectively pay dividend out of capital. Payment of dividends out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment. Any distributions involving payment of dividends effectively out of the Fund’s capital may result in an immediate reduction of the net asset value per unit.
- This investment involves risks which may result in loss of part or the entire amount of your investment. Investors should not base their investment decision on this document alone and must refer to the Hong Kong offering documents of the Fund for further details (including risk factors) prior to investing.
The Jupiter Dynamic 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.
The large and highly experienced fund management team led by Ariel Bezalel, Head of Strategy, Fixed Income, and Harry Richards, Fund Manager, are constantly assessing the dynamics of global fixed income markets, managing risk in the portfolio through adjustments to asset allocation, security selection and duration management. The result is a flexible and highly diversified, global, unconstrained bond fund that can be the cornerstone of an investor’s fixed income allocation.
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.
Meet the team
Jupiter Fixed Income Team
Investors in the fund can benefit from the expertise and experience of our fund managers and credit analysts, who optimise exposure to all parts of the global bond market in any environment. The team is headed by Ariel Bezalel, Head of Strategy, Fixed Income, who has over 20 years of experience in sovereign and credit markets, along with Fund Manager Harry Richards, Fund Manager Vikram Aggarwal, a team of dedicated credit analysts led by Luca Evangelisti, Head of Credit Research, with additional expertise provided by Matthew Morgan, Investment Director, Fixed Income. The whole team is based in London, with the single location fostering strong team interaction, communication, and agility of active fund management.
Literature
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