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Jupiter JGF Dynamic Bond L GBP Q Inc Hdg

Ranked 15 out of 123 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ariel Bezalel

Ariel Bezalel is currently a fund manager and fixed interest fund management director at Jupiter where he joined in 1997. He makes his investment decisions based upon both macroeconomic indicators and fundamental metrics. Ariel holds a degree in Economics from Middlesex University.

Objective

The objective of the Fund is to achieve a high income with the prospect of capital growth from a portfolio of investments in global fixed interest securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2014 - 31/12/2015
  • Rank 15/123 Total Return
  • Rank 57/123 Standard Deviation
  • Rank 19/123 Max Drawdown
Fund Name Currency Return
13 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4%

14 Henderson Overseas Bond I Net Acc GBP

2.2%

15 Jupiter JGF Dynamic Bond L GBP Q Inc Hdg GBP

1.9%

16 ACPI Global Credit UCITS F GBP GBP

1.7%

17 FP CAF Fixed Interest A Acc GBP

1.6%

Fund Name Currency Risk
55 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

56 Mirabaud-Global Strategic Bond Fund-AH Cap GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

57 Old Mutual Global Strategic Bond GBP R Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

57 Jupiter JGF Dynamic Bond L GBP Q Inc Hdg GBP

3.7

59 Waverton Global Bond A GBP GBP

4.0

Fund Name Currency Loss
17 UBAM Global Credit Opportunities APHC-GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

18 Royal London International Government Bond B Inc GBP

-1.9%

19 Jupiter JGF Dynamic Bond L GBP Q Inc Hdg GBP

-2.1%

20 SSgA Global Aggregate Bond Index Fund I GBP Hdgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.2%

21 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 1.9% 4.1% -2.0% 0.7% -0.8%
2014 7.5% 2.7% 2.6% 0.5% 1.6%
2013 9.4% 2.1% 0.2% 3.4% 3.4%
2012 4.4% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Hong Kong
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date08/05/2012
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Related News

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VIDEO: Ahead of Thursday’s central bank meeting, the Citywire AA-rated manager reveals how he has positioned to outperform.

Jupiter assets swell by £0.5 billion in Q1

More than half a billion pounds flowed into Jupiter Fund Management during the first three months of the year.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).