Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 74 out of 135 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 : 31/10/2015 - 31/10/2016
  • Rank 74/135 Total Return
  • Rank 13/135 Standard Deviation
  • Rank 7/135 Max Drawdown
Fund Name Currency Return
72 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4%

73 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1%

74 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

5.1%

75 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9%

76 JPM Global ex-UK Bond A Acc GBP

4.9%

Fund Name Currency Loss
5 Dodge & Cox Worldwide Global Bond GBP Dist GBP

-0.4%

6 T Rowe Global Unconstrained Bond Ih Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

7 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

-0.5%

8 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

9 MS TCW Unconstrained Plus Bond I GBP GBP

-0.5%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 0.8% 2.1% 2.5%
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 size77Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

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

Charges

Related News

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).