FCH Jupiter Dynamic Bond CA Selection F EUR

The investment objective of the sub-fund is to achieve a high income with the prospect of capital growth from a portfolio of investments in global fixed interest securities. The sub-fund invests mainly in a variety of bonds such as but not limited to investment grade and/or high yield, corporate bonds, government bonds and convertible bonds without any rating limitations. The sub-fund aims to capture the best risk-adjusted returns, shifting allocations between investment grade and non-investment grade bonds as warranted. The sub-fund has a flexible approach to bond investing which offers investors the best potential to grow capital and mitigate risk through the credit and economic cycles. The sub-fund will invest across the credit ratings spectrum, so that investments in non-investment grade bonds or investment grade bonds may represent 100% of the sub-fund's portfolio depending on the allocation decided by the investment manager. The sub-fund may invest up to 10% of its net assets in credit linked notes. The sub-fund will invest a maximum of 40% of its net assets in fixed income securities issued in emerging markets, while investments in China (through Bond connect) and Russia1 will both not represent more than 20% of its net assets each. Exposure to China may also be achieved through the investments, up to 10% of its net assets, in credit linked notes (as part of the 10% above limit), within the 20% limit in investments in China. The sub-fund may invest up to 10% of its net assets in other fixed income securities which will primarily give exposure to sovereign or corporate issuers. The sub-fund may invest up to 20% of its net assets in Coco, up to 10% in other convertible bonds and the overall sub-fund's exposure to preferred stock and ADR/GDR will not exceed 10% of its net assets. Cocos will be used as a diversifying source of income and growth within the sub-fund's portfolio. Cocos will typically be issued by financial institutions with minimum capital requir

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No