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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 79 out of 138 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 : 31/03/2016 - 31/03/2017
  • Rank 79/138 Total Return
  • Rank 17/138 Standard Deviation
  • Rank 28/138 Max Drawdown
Fund Name Currency Return
77 FP CAF Fixed Interest A Acc GBP

5.7%

78 GAM Star Dynamic Global Bond GBP Acc GBP

5.7%

79 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

5.6%

80 Scottish Widows Cautious Portfolio A Acc GBP

5.4%

81 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4%

Fund Name Currency Risk
15 PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

16 UBAM Global Credit Opportunities APHC-GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

17 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

1.9

18 MITwentyFour Monument Bond A Acc GBP

2.1

19 Dimensional Global Short Fixed Income GBP Dis GBP

2.1

Fund Name Currency Loss
26 MITwentyFour Monument Bond A Acc GBP

-0.8%

27 PIMCO GIS Low Duration Gl Inv Gr Cr Inst GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

28 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

-0.9%

29 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

29 Royal London Global Bond Opportunities Fund Z GBP GBP

-0.9%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.2%
2016 5.3% 0.8% 2.1% 2.5% -0.2%
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 size94Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

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

Charges

Related News

Jupiter's Bezalel shorts German bunds

Citywire A-rated manager says rising government bond yield could signal the start of a sell-off in the market.

A-rated Bezalel: Australia will go beyond record rates low

Global bond manager believes country will undertake more action over the next 18 months as it adjusts to China’s slowdown.

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).