Why Jupiter Global High Yield Bond?
The Jupiter Global High Yield Bond Fund aims to achieve income and capital growth over the medium to long term with a focussed portfolio of global high yield corporate bonds. Through a disciplined macro and credit process, we are looking to deliver alpha by identifying those bonds that we think offer the opportunity for the most compelling risk adjusted returns relative to the market. Over time, our objective is to deliver superior total return with strong risk metrics to our investors. Our large and highly experienced team of credit analysts are dedicated to undertaking detailed due diligence on issuers and individual issues in the search for alpha.
Key characteristics of the fund
- At least 70% must be invested in high yield corporate bonds.
- Expected number of issuers: between 100 and 200.
- Limits to exposure outside core high yield mandate (including CoCos, unrated, emerging markets).
- Benchmark: ICE BofA Global high yield constrained.
Investment philosophy
ACTIVE
- Active, intensively researched credit selection as key driver of risk-adjusted returns
- Sweat the asset class
PRAGMATIC
- Fund positioning must reflect our evolving views of a changing world
- We are not inherently aggressive, or defensive, or long duration, or short duration
RISK AWARE
- Preserve capital and avoid idiosyncratic downside risk
- Robust risk metrics
- Sell discipline
In-depth process
Our investment process takes a holistic, highly repeatable approach with a view to ensuring appropriate positioning throughout the market cycle.
Artice 8 under SFDR
- The Fund promotes environmental and social characteristics within the scope of Article 8 of the EU’s Sustainable Finance Disclosure Regulation (SFDR) but does not have a sustainable investment objective.
- ESG is not a separate consideration but rather an integral part of the investment process from both a top-down and bottom-up analysis.
Investment restrictions
X Any involvement with controversial weaponry (anti-personnel mines, cluster munitions, chemical weapons and biological weapons).
X Thermal coal (if revenue from such activity exceeds 10% of company’s total revenue).
X Tobacco, tobacco-based products (if revenue from such activity exceeds 10% of company’s total revenue).
X Production of adult content (if revenue from such activity exceeds 10% of company’s total revenue).
X UNGC violators (according to manager’s assessment).
Meet the team
Jupiter’s Fixed Income team has a long history of investing in high yield as a cornerstone of our flagship flexible bond strategy since its inception in 2008. Our large and highly experienced team of credit analysts are dedicated to undertaking detailed due diligence on issuers and individual issues in the search for alpha. As such, the Jupiter Global High Yield Bond fund is a natural building block in our overall fixed income suite of products.
Adam Darling
Investment Manager, Fixed Income
Joined Jupiter's Fixed Income team in Feb 2015
24 years of experience
Source: Jupiter, as at 30.04.25.
*This number is the total number of Investment Professionals working as Investment Manager, Investment Analyst, Credit Research Analyst or Fixed Income Trader. The total figure is lower than the sum of Investment Managers, Investment Analysts, Credit Research Analysts and Fixed Income Trader since some Investment Managers also carry Credit Research responsibilities.
Risks
This Fund is exposed to specific risks relating to interest rate risks, valuation risks, credit and counterparty risks, contingent convertible bonds risk, below investment grade and unrated securities risk and financial derivative instruments. For a more detailed explanation of risks, please refer to the "Risk Factors" section of the prospectus. The Fund may use or invest in financial derivative instruments. Please refer to the prospectus of the Fund for more information.
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.