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Jupiter JGF Dynamic Bond L GBP Q Inc HSC

Ranked 24 out of 118 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 : 30/06/2014 - 30/06/2015
  • Rank 24/118 Total Return
  • Rank 58/118 Standard Deviation
  • Rank 50/118 Max Drawdown
Fund Name Return
22 PFS Twentyfour Asset Backed Income A Gross Inc

3.6%

23 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

3.6%

24 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

3.6%

25 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

3.4%

26 Wellington Global Bond S Hedged GBP

Currency exposure is hedged

Currency exposure is hedged

3.2%

Fund Name Risk
58 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

1.1

59 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

1.1

59 PIMCO Select Global Bond Ret GBP Acc

1.1

Fund Name Loss
48 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

-2.8%

49 Aviva Investors Global Fixed Income Hedged SC 3

Currency exposure is hedged

Currency exposure is hedged

-2.8%

50 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

-2.8%

51 BlackRock Fixed Income Global Opportunities A Inc

-2.9%

52 Scottish Widows Cautious Portfolio A Acc

-3.0%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.5% -2.8%
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. Taiwan
  10. United Kingdom

Fund Info

  • Launch date08/05/2012
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

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

Charges

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).