Flexible, active and unconstrained fixed income
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.
Experienced, diversified
The highly experienced fund management team constantly assess 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.
Go anywhere approach
The investment managers aim to deliver returns for investors through a range of market conditions by diversifying across different types of debt and across the credit spectrum. As a ‘go anywhere’ bond fund, the team have the freedom to seek the best opportunities in the global fixed income universe. The team is structured to be able to react quickly to new ideas and changing market circumstances rather than having to go through investment committees.
No benchmark
The unconstrained approach means that investors are not tied to a benchmark, as the fund shifts between government, investment grade and high yield bonds. It also has access to more complex assets such as derivatives with the aim of generating returns and/or reducing the overall costs and risks of the Fund.
Diversification potential
The ability of the fund managers to balance the portfolio between different subsectors of the fixed income universe can allow the fund to perform through a range of market conditions. Fixed income assets can act as a diversifier to investments in equities as the asset classes typically exhibit relatively low correlation to one another. The income stream from bonds may be more consistent than that provided by shares due to the defined nature of coupon payments. Furthermore, bonds can offer a means of providing an income above the interest rates available on savings accounts.
Investment philosophy
The team aims to maintain a balance between macro and credit risk. Long-term fundamental research underpins the active views. The team has an unconstrained investment approach and an emphasis on special themes. They favour credits with a clear commitment to de-leveraging and aim to identify and manage downside risk.
Active interest rate risk management
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.
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.
Important information
This document (including any data or views given) is for informational purposes only and is not and should not be construed as investment advice. This is not an invitation to subscribe or a recommendation to buy, sell, hold or otherwise transact in any investment including in any of the funds managed by Jupiter Group or in any of the companies, stocks and/or holdings referred to herein. The value of an investment and any income from it can go down as well as up. Any examples of companies are for illustrative purposes only. The views expressed are those of the author or presenter at the time of writing or preparation and are not necessarily those of the Jupiter Group as a whole and may change in the future. Past performance is not indicative of future performance. Any holdings and stock examples are used for illustrative purposes only. The specific investment objectives, particular needs and financial situation of any specific person has not been considered. If there is any doubt on the suitability of an investment in a particular fund, please contact a financial adviser.
This is not an invitation to subscribe for shares in the sub-fund(s) under Jupiter Global Fund (“Company”). The Company is a UCITS fund incorporated as a Société Anonyme in Luxembourg and organised as a Société d’Investissement à Capital Variable (SICAV). The manager of the sub-funds is Jupiter Asset Management International S.A.
Prospective purchasers of shares of the sub fund(s) of the Company should inform themselves as to the legal requirements, exchange control regulations and applicable taxes in the countries of their respective citizenship, residence or domicile. Copies of the latest Singapore prospectus and the product highlights sheet(s) and the most recent audited annual report and semi-annual report are available for download from www.jupiteram.com or can be obtained free of charge upon request from any of the Registered Office, the Company’s agents and Distributors.
Issued by Jupiter Asset Management (Asia) Private Limited.
Jupiter Asset Management (Asia) Private Limited (UEN 200916081Z) is a holder of a Capital Markets Services Licence issued by the Monetary Authority of Singapore (“MAS”) under the Securities and Futures Act 2001of Singapore (“SFA”) (CMS License 101788).
This advertisement has not been reviewed by the Monetary Authority of Singapore.