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Jupiter JGF Dynamic Bond L GBP Q Inc HSC

Ranked 19 out of 120 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 : 31/07/2014 - 31/07/2015
  • Rank 19/120 Total Return
  • Rank 58/120 Standard Deviation
  • Rank 50/120 Max Drawdown
Fund Name Risk
56 Old Mutual Global Strategic Bond GBP R Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

1.1

57 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

1.1

58 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

1.1

58 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

1.1

60 PIMCO Select Global Bond Ret GBP Acc

1.2

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 Legg Mason IF Western Asst Glo MultiStrat Bd A Inc

Currency exposure is hedged

Currency exposure is hedged

-2.9%

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. Spain
  9. Switzerland
  10. Taiwan
  11. United Kingdom

Fund Info

  • Launch date08/05/2012
  • Share Class size36Mn
  • 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).