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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 63 out of 121 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 : 30/04/2015 - 30/04/2016
  • Rank 63/121 Total Return
  • Rank 15/121 Standard Deviation
  • Rank 6/121 Max Drawdown
Fund Name Currency Return
61 PIMCO Select Global Bond Ret GBP Acc GBP

1.2%

62 Barclays GA - Global Government Bond M Inc GBP GBP

1.2%

63 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

1.2%

64 Wellington Global Credit Buy&Maintain S GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.9%

65 Thesis PM A Acc GBP

0.8%

Fund Name Currency Risk
13 FP Octopus Fixed Income B Acc GBP

2.1

14 Wellington Global Credit Buy&Maintain S GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

15 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

2.3

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

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

17 Barclays GA - Global Government Bond M Inc GBP GBP

2.5

Fund Name Currency Loss
4 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

5 Deutsche Invest I Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

6 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

-1.3%

7 Fidelity FAST Fixed Income Div Alpha I-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

8 Wellington Global Credit Buy&Maintain S GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

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 size65Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

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

Charges

Related News

Jupiter's Bezalel: how we’ve front-run ECB action

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).