Jupiter Emerging Market Debt Fund L USD Acc

Bond fund

1 year

Region

No data to display ...

Largest region

Medium

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The objective of the fund is to seek to achieve asset growth through investment in a well-diversified portfolio of fixed and variable rate debt securities issued in Emerging Markets.

Investment horizon

  • Jupiter Emerging Market Debt Fund L USD Acc is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    13 Jul 2025

  • Start date
    03 Nov 2003
  • ISIN
    IE0034004030

Risk

  • Medium (3 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 0%
    Interest 100%

Portfolio

Shows the fund's largest investments.

  • Northern Trust Global US Dollar D
    4.2%
  • United States Treasury Notes 4.625%
    3.9%
  • Romania (Republic Of) 2.625%
    2.0%
  • Egypt (Arab Republic of) 8.75%
    1.9%
  • Al Rajhi Tier 1 Sukuk Ltd. 6.375%
    1.7%
  • Saudi Arabia (Kingdom of) 3.45%
    1.6%
  • Instituto Costarricense de Electricidad 6.375%
    1.5%
  • Turkey (Republic of) 8%
    1.5%
  • Senegal (Republic of) 4.75%
    1.3%
  • Nigeria (Federal Republic of) 8.25%
    1.3%