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Jupiter JGF Dynamic Bond L GBP

Ranked 8 out of 110 in - Global over 12 months
All calculations are in GBP

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.

Performance

Global over : 31/08/2013 - 31/08/2014
  • Rank 8/110 Total Return
  • Rank 8/110 Standard Deviation
  • Rank 1/110 Max Drawdown
Fund Name Return
6 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

11.4%

7 Schroder ISF Global Unconstrained Bd GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged

11.0%

8 Jupiter JGF Dynamic Bond L GBP

10.9%

9 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

10.9%

10 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

10.2%

Fund Name Loss
1 Schroder ISF Global Unconstrained Bd GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged

0%

1 Insight LIBOR Plus B

0%

1 Jupiter JGF Dynamic Bond L GBP

0%

1 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

0%

5 UBAM Unconstrained Bond APHC GBP

Currency exposure is hedged

Currency exposure is hedged

0.0%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.9% 2.7% 2.6% 0.5%
2013 9.4% 2.1% 0.2% 3.4% 3.4%
2012 9.6% 0.3% 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 size30Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.3%
  • Initial investment5

Related News

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 GBP).