Jupiter Strategic Absolute Return Bond Fund U3 USD Acc
ISIN IE00BZ1N8B90 / Valor 42198005
Jupiter Strategic Absolute Return Bond Fund U3 USD Acc
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General Objective
The fund aims to achieve a positive total return comprised of income and capital growth, over rolling 12 month periods, irrespective of bond and equity market conditions. It seeks to deliver a return, net of fees, in excess of the Federal Funds Effective Overnight Rate over rolling 3 year periods.
Fund Exposure
The fund primarily invests in bonds and similar debt investments issued by governments and companies worldwide. It may also invest up to 15% in the Chinese Bond Market via the Bond Connect scheme. Additionally, the fund may hold investments with loss-absorbing features, including up to 20% in contingent convertible bonds (CoCos). The fund may gain exposure to additional currencies to generate additional returns through changes in exchange rates.
Risks
Investors should be aware that the fund may use derivatives to generate returns and/or reduce overall costs and risks, which can result in leverage and magnify the exposure of the fund to underlying investments. Additionally, the fund may hold a "negative" duration position at times through the use of derivatives, aiming to benefit from rising interest rates. Portfolio transaction costs, in addition to charges, may impact the performance of the fund. The fund may not be suitable for investors planning to withdraw their money within 5 years.
Source
https://www.jupiteram.com/de/de/professional/product-page/jupiter-strategic-absolute-return-bond-fund-l-usd-acc/
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