Jupiter Global Emerging Markets Short Duration Bond

The Jupiter Global Emerging Markets Short Duration Bond fund is a ‘go anywhere’ short duration bond strategy, designed for any point in the cycle. It is a great way for investors to gain exposure to the yield premium offered by EMD, while also limiting volatility and drawdowns.


Flexibility: The fund can invest in both sovereign and corporate bonds, giving it the flexibility to look for value across the whole EMD spectrum.


Limited volatility: The team’s risk aware approach and focus on limiting downside has helped to limit what could have been much larger drawdowns, and it has put the fund in a strong position relative to many of its peers.


Limited duration and credit risk: The fund’s average effective duration will not exceed three years, and we never use derivatives to manage duration – the fund’s duration is simply the average duration across all bonds held in the portfolio. In terms of credit risk, while the fund can invest in lower-rated bonds, its average credit rating will not fall below BB2.


Use of CDSs and local currency hedging: The team have the ability to add protection effectively through credit default swaps (CDSs) and hedges against local EM FX.

2 Fund manager restrictions, not fund restrictions.