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HEAD-TO-HEAD: Jupiter versus Schroders

FSA compares two global convertible bond funds: The Jupiter Global Convertibles Fund and the Schroder ISF Global Convertible Bonds.
by Francis Nikolai Acosta

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CONCLUSION

The Jupiter fund has a Morningstar Analyst rating of Bronze for its share classes D and I, while the more expensive share classes are rated Neutral, according to Gkeka. Meanwhile, the Schroders fund has an analyst rating of Neutral for its clean share class C, while cheaper share classes are rated Silver and Bronze.

Morningstar’s star rating looks at historically-adjusted performance and the analyst rating is based on forward-looking analysis.

Gkeka did not say whether she prefers one fund over the other, noting that both products may appeal to different kinds of investors.

“Investors who are looking to capture more upside from their allocation to convertible bonds and have higher risk tolerance should prefer the Schroders fund given its higher equity sensitivity to growth sectors.

“On the other hand, more risk-averse investors who prefer a more conservative profile will be attracted by the Jupiter fund,” she said.

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