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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 62 out of 122 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 : 31/03/2015 - 31/03/2016
  • Rank 62/122 Total Return
  • Rank 17/122 Standard Deviation
  • Rank 15/122 Max Drawdown
Fund Name Currency Return
60 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

61 Dodge & Cox Worldwide Global Bond GBP Dist GBP

0.1%

62 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

0.0%

63 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

-0.1%

64 Algebris Financial Credit Id GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

Fund Name Currency Risk
15 FP CAF Fixed Interest A Acc GBP

2.1

16 FP Octopus Fixed Income B Acc GBP

2.1

17 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

2.4

18 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

19 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

Fund Name Currency Loss
13 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

14 Royal London International Government Bond B Inc GBP

-1.9%

15 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

-2.0%

16 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

-2.1%

17 CS (Lux) Global Securitized Bond Fund IBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.8%
2015 3.3% 4.1% -2.0% 0.7% 0.5%
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 size58Mn
  • 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).