JUPITER FLEXIBLE INCOME
AN ACTIVE MULTI-ASSET INCOME APPROACH FOR THE NEXT DECADE
Talib Sheikh
Head of Strategy,
Multi-Asset
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.
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
Investing through the US election
Income: Taking a Calculated Risk
Income: Taking a Calculated Risk
FAIT accompli? Why the Fed’s policy framework review matters
MARKETING DOCUMENTS
Disclaimer
For Hong Kong professional investors
For Singapore institutional investors
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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