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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 24 out of 42 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 : 31/10/2016 - 31/10/2017
  • Rank 24/42 Total Return
  • Rank 11/42 Standard Deviation
  • Rank 14/42 Max Drawdown
Fund Name Currency Return
22 BlackRock Fixed Income Global Opportunities A Inc GBP

2.9%

23 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7%

24 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3%

25 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3%

26 MFS Meridian Funds-Global Opportunistic Bd IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2%

Fund Name Currency Risk
9 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

10 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

11 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

12 T Rowe Dynamic Global Bond Ih GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

12 Old Mutual Global Strategic Bond A Inc GBP

1.6

Fund Name Currency Loss
12 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

13 St. James's Place Diversified Bond L Acc GBP

-0.7%

14 Jupiter JGF Dynamic Bond L GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

16 Old Mutual Global Strategic Bond A Inc GBP

-0.8%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 0.8% -0.1%
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 size106Mn
  • Base currencyGBP
  • ISIN LU0459993191
  • Currency exposure is hedged

Purchase Info

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

Charges

Related News

Jupiter hires Bluebay US credit specialist for bond team

Jupiter has hired BlueBay US corporate credit analyst Charlie Spelina for a specialist role in its fixed income team

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'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).