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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 45 out of 48 in - Global Flexible 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 Flexible over : 31/03/2017 - 31/03/2018
  • Rank 45/48 Total Return
  • Rank 17/48 Standard Deviation
  • Rank 44/48 Max Drawdown
Fund Name Currency Return
43 T. Rowe Dynamic Global Bond C Acc GBP GBP

-0.6%

44 Templeton Gl Multisector Plus SIF I (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

45 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

46 Amundi Oblig Internationales GBP I GBP

-2.4%

47 L&G Multi-Strategy Credit Z GBP Acc GBP

-7.8%

Fund Name Currency Risk
15 St. James's Place Diversified Bond L Acc GBP

1.5

16 Nordea 1 - Flexible Fixed Income HBC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

17 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

18 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

19 Manulife AM Strategic Fixed Income R GBP Hdg Acc GBP

1.6

Fund Name Currency Loss
42 Waverton Global Bond A GBP GBP

-2.1%

43 London & Capital Global Growth Fixed Inc X GBP Inc GBP

-2.1%

44 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.2%

45 Loomis Sayles Strategic Income Fund H-N/D(GBP)

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

46 Amundi Oblig Internationales GBP I GBP

-6.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 2.2% 1.2% 0.8% -0.1% 0.3%
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 size87Mn
  • Base currencyGBP
  • ISIN LU0459993191
  • Currency exposure is hedged

Purchase Info

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

Charges

Related News

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Jupiter hires two for EM bond team

Chockalingam and Karim will focus on the recently-launched Global Emerging Markets Corporate Bond fund

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 shakes market turbulence with 12% AUM jump

Net flows of £2.1 billion for the year pushed Jupiter’s total mutual fund AUM beyond £31 billion – year-on-year growth of 12%.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).