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Jupiter JGF Dynamic Bond L GBP Q Inc HSC

Ranked 29 out of 115 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 : 31/03/2014 - 31/03/2015
  • Rank 29/115 Total Return
  • Rank 26/115 Standard Deviation
  • Rank 11/115 Max Drawdown
Fund Name Loss
9 Amundi Fds Bond Global Aggregate - RHG (C)

-0.2%

10 LM Brandywine Glo Fxd Inc Fd A Dis (S) (AH)£

Currency exposure is hedged

Currency exposure is hedged

-0.2%

11 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

-0.3%

12 LM Brandywine Glb Opp Fixed Inc Fd P Dis (M) (AH)£

Currency exposure is hedged

Currency exposure is hedged

-0.3%

13 Aviva Investors Global Aggregate MoM 1

-0.3%

13 PFS TwentyFour Monument Bond A Acc

-0.3%

13 European Wealth Sterling Bond A Acc GBP

-0.3%

13 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-0.3%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 4.1%
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 size30Mn
  • 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).