JUPITER FLEXIBLE INCOME

AN ACTIVE MULTI-ASSET INCOME APPROACH FOR THE NEXT DECADE
This microsite is intended only for Hong Kong professional investors and Singapore institutional investors. Not for retail investors.

Talib Sheikh

Head of Strategy,
Multi-Asset

READ BIO

READ BIO

Talib Sheikh

Head of Strategy, Multi-Asset

Talib Sheikh joined Jupiter Asset Management in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV). Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.

Launch Date

19.09.2018

Currency

EUR (base)
AUD HSC
CHF HSC
GBP HSC
NOK HSC
SEK HSC
SGD HSC
USD HSC

Morningstar Category

EUR Moderate Allocation – Global

Share Class Yield

EUR – 4.7%
USD – 5.0%
SGD – 4.9%
AUD – 4.8%

Source: Jupiter. Actual yield distributed as of 30.11.2020, based on class I EUR Q Inc share class (inception on 19.09.2018). Actual yield distributed as at 30.11.2020, based on class L USD M Inc IRD HSC (inception on 02.09.2019), class L SGD M Inc IRD HSC (inception on 02.09.2019) and class L AUD M Inc IRD HSC (inception on 02.09.2019). Quoted yields are not guaranteed and may change in the future. The yield quoted is gross of tax. Other charges or expenses, as well as currency exchange rates may affect an investor’s return.

Reasons to buy

Why invest in flexible income?

Read our interactive guide to active multi-asset income investing, and ways to generate income in tougher markets.

Insights

Will the 2020s take us back to the 1970s?

Talib Sheikh and Mark Richards preview 2021, as a new era begins that still has echoes of the old. As we reach the limits of what central banks can do to foster growth, the baton passes to governments.

Diversification is not dead

You need diversification more than ever. Fund managers just have to work harder at sourcing it, explain Talib Sheikh, Mark Richards and Matthew Morgan.

Investing through the US election

It’s a mug’s game to try to predict the outcome of a US election, suffice to say, that at the time of writing, conviction is building among pollsters and investors that Biden has a large enough lead to secure a victory.

Income: Taking a Calculated Risk

The second of our Big Picture Series of virtual events features Jupiter fund managers discussing what income investors can do in the current era of low interest rates, negative yields and policy interventions. Alejandro Arevalo, Ariel Bezalel, Luca Evangelisti and Talib Sheikh share their views and answer questions from Deputy CIO Katharine Dryer about how to build yield without distorting the risk profile.

Income: Taking a Calculated Risk

Alejandro Arevalo, Ariel Bezalel, Luca Evangelisti and Talib Sheikh share their views on how they approach generating income in a period of negative interest rates and historically low yields in bond markets, and why it’s important to have both a credit analyst and risk manager mindset.

FAIT accompli? Why the Fed’s policy framework review matters

Last week’s speech from Federal Reserve Chair Jerome Powell could mark a critical break from three decades of central bank behaviour. Jupiter’s multi-asset team explain why investors need to be prepared for the consequences of a leap into the unknown.
Disclaimer
For Hong Kong professional investors
Please ensure you read the Offering Documents for this fund before making an investment decision. These documents contain important information including risk factors and details of charges. This microsite is intended only for “professional investors” as defined under the Securities and Futures Ordinance (Cap. 571 of the Laws of Hong Kong). This microsite is issued by Jupiter Asset Management (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission. No information in this microsite should be interpreted as investment advice. You are advised to exercise caution. If you are in any doubt about any of the contents of this microsite, you should obtain independent professional advice. Jupiter Asset Management Limited acts as investment manager to the Jupiter Global Fund (SICAV) and is registered as distributor to the sub funds of the Jupiter Global Fund (SICAV). This microsite is for information only and is not an offer to sell or an invitation to buy. In particular, it does not constitute an offer or solicitation in any jurisdiction where it is unlawful or where the person making the offer or solicitation is not qualified to do so or the recipient may not lawfully receive any such offer or solicitation. Any holdings and stock examples are used for illustrative purposes only and should not be viewed as investment advice. It is the responsibility of any person in possession of this microsite to inform themselves, and to observe, all applicable laws and regulations of relevant jurisdictions. The information and any opinions contained herein have been obtained from or are based on sources which are believed to be reliable, but the accuracy cannot be guaranteed. No responsibility can be accepted for any consequential loss from this information.
For Singapore institutional investors
No information in this microsite should be interpreted as investment advice. Any holdings and stock examples are used for illustrative purposes only. If you are unsure of the suitability of this investment please contact your Financial Adviser. The registered office of the Jupiter Global Fund (the “Company”) is 6 route de Trèves, Senningerberg, L-2633 Luxembourg. The most recent annual and semi-annual reports of the Company are deemed to be an integral part of the Prospectus. These are available free of charge upon request at the Registered Office, the Company’s agents and Distributors, and at www.jupiteram.com. Purchases of Shares in the Company are deemed to be made on the basis of the information contained in the Prospectus and any supplements thereto and (when appropriate), in the latest annual and semi-annual reports. This microsite has not been registered as a prospectus with the Monetary Authority of Singapore. Accordingly, this microsite may not be circulated or distributed, directly or indirectly, to persons in Singapore other than to an institutional investor under Section 304 of the Securities and Futures Act, Chapter 289 of Singapore (the “SFA”). Prospective purchasers of Shares should inform themselves as to the legal requirements, exchange control regulations and applicable taxes in the countries of their respective citizenship, residence or domicile. No person is authorised to give any information or to make any representations concerning the Company other than as contained in the Prospectus and in the documents referred to therein, and any purchase made by any person on the basis of statements or representations not contained in or inconsistent with the information and representations contained in the Prospectus shall be solely at the risk of the investor. This microsite is issued by the Jupiter Global Fund. It is not an invitation to subscribe for shares of Jupiter managed funds. Please ensure you read the Prospectus (including the Singapore Addendum) for this Fund before making an investment decision. These documents contain important information including risk factors and details of charges.
Important information
The value of your investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount invested. Past performance is no indication of current or future performance. Investment involves risks. The views expressed are those of the presenter at the time of preparation and may change in the future.

Note: The Fund can invest a significant portion of the portfolio in high yield and non-rated bonds. These bonds may offer a higher income but carry a greater risk of default, particularly in volatile markets. The Fund uses derivatives, which may increase volatility; the fund’s performance is unlikely to track the performance of broader markets. Losses on short positions may be unlimited. Counterparty risk may cause losses to the Fund. In difficult market conditions, it may be harder for the manager to sell assets at the quoted price, which could have a negative impact on performance. In extreme market conditions, the Fund’s ability to meet redemption requests on demand may be affected. The Fund may also invest in emerging markets which carry increased volatility and liquidity risks. Income payments will fluctuate. All of the Fund’s expenses are charged to capital, which can reduce the potential for capital growth. Please see the Prospectus for information.

© Jupiter Fund Management plc 2020

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