JUPITER GLOBAL EMERGING MARKETS SHORT DURATION BOND

AN ‘ALL SEASONS’ APPROACH TO INVESTING IN EMERGING MARKET DEBT

This microsite is intended only for Hong Kong professional investors and Singapore institutional investors. Not for retail investors.

Alejandro Arevalo

Fund Manager,
Fixed Income

READ BIO

READ BIO

Alejandro Arevalo

Fund Manager, Fixed Income

Alejandro Arevalo joined Jupiter in November 2016 and is a Fund Manager in the Fixed Income team, specialising in Emerging Market Debt. He is manager of the Jupiter Global Emerging Markets Corporate Bond fund and the Jupiter Global Emerging Markets Short Duration Bond fund (SICAVs).

Prior to joining Jupiter, Alejandro was an emerging markets corporate debt portfolio manager at Pioneer Investments for four years. Before that, he worked on emerging market debt strategies at Standard Bank Asset Management, Gibraltar Bank and the International Bank of Miami. He began his investment career in 1998.

Alejandro has an MBA in Finance from Florida International University and graduated from Universidad Francisco Marroquin in Guatemala.

Launch Date

05.09.2017

Currency

USD (base)
CHF HSC
EUR HSC
GBP HSC

Morningstar Category

Global Emerging Markets Bond

Share Class Yield

USD – 5.2%

Source: Jupiter. The yield distributed as of 30.11.2020 based on class L USD M Inc share class. 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 emerging market debt?

Read our interactive guide to emerging market debt, and the advantages of short duration investing.

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Insights

A great time to allocate to EMD – but differentiation remains crucial

With many investors looking to increase their emerging market debt exposure in 2021, Alejandro Arevalo explains why differentiation is vital when investing in such a diverse asset class.

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Is now a good time to buy EM Debt?

Emerging market debt has recently been dominated by external factors like US fiscal stimulus, US elections and developed market lockdowns, because these headlines have driven overall risk sentiment.

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Q&A with Alejandro Arevalo

In this Q&A, Alejandro Arevalo, Fund Manager, Emerging Market Debt, corrects some of the common misconceptions about investing in emerging market debt, and discusses where he is currently finding the best opportunities.

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EM short duration bonds – Accessing attractive yields with limited volatility

Alejandro Arevalo explains why he thinks an active, flexible approach is key to delivering attractive risk-adjusted returns.

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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.

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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.

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MARKETING DOCUMENTS

Download Sales Flyer

Download Fund Factsheet

Download Commentary

Download Sales Flyer

Download Fund Factsheet

Download Commentary

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 invests in emerging markets which carry increased volatility and liquidity risks. It may invest in bonds which have a low or no credit rating including high yield and distressed bonds. These bonds may offer a higher income but carry a greater risk of default, particularly in volatile markets. Monthly income payments will fluctuate. 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. Some share classes charge all of their expenses to capital, which can reduce the potential for capital growth. Please see the Prospectus for information.

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