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Jupiter JGF Dynamic Bond L GBP Q Inc HSC

Ranked 21 out of 114 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 : 30/04/2014 - 30/04/2015
  • Rank 21/114 Total Return
  • Rank 33/114 Standard Deviation
  • Rank 26/114 Max Drawdown
Fund Name Risk
31 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged

0.7

31 Aviva Investors Global Aggregate MoM 1

0.7

33 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

0.8

33 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

0.8

35 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

0.8

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 size32Mn
  • 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).