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Jupiter JGF Dynamic Bond L GBP Q Inc H

Ranked 79 out of 124 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 : 31/08/2015 - 31/08/2016
  • Rank 79/124 Total Return
  • Rank 13/124 Standard Deviation
  • Rank 12/124 Max Drawdown
Fund Name Currency Return
77 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.0%

78 JPM Income A Net Acc GBP

6.0%

79 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

5.9%

80 T Rowe Global Unconstrained Bond Ih Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7%

81 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3%

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

1.8

12 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8

13 Jupiter JGF Dynamic Bond L GBP Q Inc H 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

15 SEI SGMF Gl Oppnistic Fxd Inc Hdgd GBP Wlth Dist A

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

10 Dimensional Global Short Fixed Income GBP Dis GBP

-0.4%

12 FP Octopus Fixed Income B Acc GBP

-0.5%

12 Jupiter JGF Dynamic Bond L GBP Q Inc H GBP

-0.5%

14 Henderson High Alpha Credit I Acc Gross GBP

-0.5%

14 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 size75Mn
  • Base currencyGBP
  • ISIN LU0459993191

Purchase Info

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

Charges

Related News

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).