Jupiter Global Fixed Income Fund L (AUD) Hedged Accumulation
ISIN IE00B7THRX27 / Valor 20337294
Jupiter Global Fixed Income Fund L (AUD) Hedged Accumulation
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General Objective
The objective of the fund is to seek to maximize total return consistent with preservation of capital and prudent investment management. The fund aims to deliver a return greater than that of the Bloomberg Barclays Global Aggregate Index (USD Hedged) over rolling 3 year periods.
Fund Exposure
The fund is primarily exposed to global fixed income securities. It may hold up to 10% in contingent convertible bonds (CoCos) and is subject to interest rate risk, credit risk, liquidity risk, currency risk, and derivative risk. The fund may also invest in government and public securities.
Risks
Investment risk is present as there is no guarantee that the fund will achieve its objective, potentially resulting in a capital loss. Credit risk is also a concern, as issuers may not pay income or repay capital when due. Additionally, the fund faces risks related to CoCos, interest rates, liquidity, currency fluctuations, and the use of derivatives. Investors should be aware of the potential for capital erosion if charges are not covered by capital growth.
Source
https://www.jupiteram.com/de/de/professional/product-page/jupiter-global-fixed-income-fund-l-usd-inc/
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