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Jupiter JGF Dynamic Bond L GBP

Ranked 10 out of 114 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 : 31/10/2013 - 31/10/2014
  • Rank 10/114 Total Return
  • Rank 15/114 Standard Deviation
  • Rank 7/114 Max Drawdown
Fund Name Return
8 PFS TwentyFour Dynamic Bond A Ret Acc

8.0%

9 Avoca Convertible Select Global I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

7.9%

10 Jupiter JGF Dynamic Bond L GBP

7.8%

11 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

7.6%

12 Invesco Perpetual Glbl Financial Cap Acc

7.6%

Fund Name Loss
5 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.2%

6 Amundi Fds Bond Global Aggregate - RHG (C)

-0.2%

7 Jupiter JGF Dynamic Bond L GBP

-0.3%

8 European Wealth Sterling Bond A Acc GBP

-0.3%

8 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-0.3%

8 Russell IC Global Bond SH A

-0.3%

8 PFS TwentyFour Monument Bond A Acc

-0.3%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 5.7% 2.7% 2.6% 0.5% -0.2%
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 size27Mn
  • 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).