fund
JUPITER INVESTMENT GRADE BOND P
A quality UK corporate bond fund mainly focusing on credit selection to drive returns.
PRICE (INC)
101.74146p
PRICE (ACC)
-
INITIAL CHARGE
3.5%
0%
ANNUAL MANAGEMENT CHARGE
0.8%
ONGOING CHARGE
0.8%
YIELD
3.9%
1 YEAR
-Prices as at 26 Jul 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
A UK corporate bond fund whose objective is to maximise total return relative to the sector and benchmark by investing in what the manager perceives to be undervalued bonds and other debt. The fund is typically invested at least 80% in sterling denominated corporate bonds that are investment grade: that is, quality bonds. The portfolio may also be positioned to anticipate movements in the yield curve, i.e. tactical bets on changes in interest rates, in order to increase relative returns.
Fund summary
| Sector | £ Corporate Bond |
|---|---|
| Structure | OEIC |
| Launched | June 2008 |
| Size | £151m |
| Yield | 3.9% |
| Dividends paid | March, June, September, December |
Charges
| Standard Initial Charge | 3.5% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.8% |
| Ongoing Charges Figure | 0.8% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning