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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 72 out of 127 in - Global 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 over : 30/06/2015 - 30/06/2016
  • Rank 72/127 Total Return
  • Rank 12/127 Standard Deviation
  • Rank 13/127 Max Drawdown
Fund Name Currency Return
70 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7%

71 Dimensional Global Short Fixed Income GBP Dis GBP

4.4%

72 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

4.2%

72 Aviva Investors Global Aggregate MoM 1 SC 2 GBP

4.2%

74 Legg Mason Brandywine GlOpp FxdInc X GBP Dis M Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.0%

Fund Name Currency Risk
10 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

1.8

11 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9

12 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

1.9

13 Dimensional Global Short Fixed Income GBP Dis GBP

1.9

14 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0

Fund Name Currency Loss
11 Wellington Global Bond GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

11 Dimensional Global Short Fixed Income GBP Dis GBP

-0.4%

13 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

-0.5%

13 FP Octopus Fixed Income B Acc GBP

-0.5%

15 Henderson High Alpha Credit I Acc Gross GBP

-0.5%

15 SSgA Global Aggregate Bond Index Fund I GBP Hdgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.8% 2.1%
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 size67Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

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

Charges

Related News

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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).