Jupiter Dynamic Bond ESG Fund
SRI Style:
ESG Plus
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
Global
Fund Asset Type:
Fixed Interest
Launch Date:
25/01/2022
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£159.35m
(as at: 30/11/2025)
ISIN:
LU2403912442, LU2403912798
Sustainable, Responsible
&/or ESG Overview:
Fund manager declined to supply information
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives and investment policy
The Fund's objective is to achieve a high income with the prospect of capital growth over the long term by investing in a portfolio of investments in global debt securities in respect of which consideration is given to certain environmental, social and governance (“ESG”) characteristics.
The Investment Manager's investment process includes consideration of the following two environmental and social characteristics; support of the transition to a low carbon economy and upholding responsibilities to people and planet.
At least 90% of the Fund's investments (excluding cash, deposits and money market instruments and instruments for hedging purposes) are expected to meet these characteristics or demonstrate sound prospects for improvement in these areas as determined by the Investment Manager. Further information on ESG characteristics including exclusions can be found in the prospectus.
The Fund is actively managed. The Fund is not managed by reference to a benchmark and does not use a benchmark for performance comparison purposes.
(Source: KIID, as at December 2025)
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Jupiter Dynamic Bond ESG Fund |
ESG Plus | Not eligible to use label (out of scope) | SICAV/Overseas | Global | Fixed Interest | 25/01/2022 | ||
|
Fund/Portfolio Size: £159.35m (as at: 30/11/2025) ISIN: LU2403912442, LU2403912798 |
||||||||
Sustainable, Responsible &/or ESG OverviewFund manager declined to supply information |
||||||||
|
Information received directly from Fund Manager |
||||||||
|
Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objectives and investment policy The Fund's objective is to achieve a high income with the prospect of capital growth over the long term by investing in a portfolio of investments in global debt securities in respect of which consideration is given to certain environmental, social and governance (“ESG”) characteristics. The Investment Manager's investment process includes consideration of the following two environmental and social characteristics; support of the transition to a low carbon economy and upholding responsibilities to people and planet. At least 90% of the Fund's investments (excluding cash, deposits and money market instruments and instruments for hedging purposes) are expected to meet these characteristics or demonstrate sound prospects for improvement in these areas as determined by the Investment Manager. Further information on ESG characteristics including exclusions can be found in the prospectus. The Fund is actively managed. The Fund is not managed by reference to a benchmark and does not use a benchmark for performance comparison purposes. (Source: KIID, as at December 2025) SDR Labelling:Not eligible to use label (out of scope) |
||||||||