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Jupiter JGF Dynamic Bond L GBP Q Inc HSC

Ranked 30 out of 112 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 : 31/12/2013 - 31/12/2014
  • Rank 30/112 Total Return
  • Rank 17/112 Standard Deviation
  • Rank 16/112 Max Drawdown
Fund Name Return
28 AllianceBernstein-Gl Plus Fixed Income Pf 1 GBP H

Currency exposure is hedged

Currency exposure is hedged

7.6%

29 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

7.6%

30 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

7.5%

30 PIMCO Select Global Bond Ret GBP Acc

7.5%

32 Templeton Global Bond A (Mdis) GBP

7.4%

Fund Name Loss
14 Amundi Fds Bond Global Aggregate - RHG (C)

-0.2%

15 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

-0.2%

16 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

-0.3%

16 JPM Diversified Fixed Income GBP C Inc

-0.3%

18 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

-0.3%

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
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 size26Mn
  • 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).