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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Ariel Bezalel

Ariel Bezalel

About 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.

Invests in own strategies

Are you Ariel Bezalel?

Citywire Rating: A rated

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ORated Plus in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated AA in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated A in Nov 2014

Performance

over : 31/10/2013 - 31/10/2014
Manager Return
28 Paul Causer 5.4%
28 Paul Read 5.4%
30 Ariel Bezalel 5.3%
31 Nick Hayes 5.3%
32 John Beck 5.3%
32 David Zahn 5.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.7% 2.4% 2.1% -0.3% -0.6%
2013 7.2% 1.8% -0.5% 2.9% 2.8%
2012 17.3% 6.6% 1.4% 4.9% 3.5%
2011 5.6% 4.7% 0.5% -2.1% 2.5%
2010 12.6% 7.7% -1.7% 6.4% 0.0%
2009 2.0% 2.0%

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Performance Review: why Duncan Lawrie is backing Barnett

Duncan Lawrie Private Bank is backing Citywire AAA-rated Mark Barnett as manager of the Invesco Perpetual Income fund, as his predecessor Neil Woodford launches a rival fund.

Jupiter profit jumps 55% despite performance and margin dip

Jupiter’s pre-tax profit surged by 55% in 2013, despite its funds’ performance waning and margins tightening.

Jupiter tight-lipped on wealth sale as assets burst £30bn

A trading update from Jupiter revealed assets rose by 20% in 2013 but gave little insight on its plans for its wealth division, which has been the subject of bid speculation.  

Jupiter's Bezalel: the most compelling bond opportunities

Ariel Bezalel, manager of the Jupiter Strategic Bond fund, outlines why he remains optimistic for credit markets and reveals where he believes some of the best opportunities lie.  

Petheram replaces Bezalel on Jupiter High & Monthly Income funds

Rhys Petheram is to take over the fixed income portion of the Jupiter High Income Fund from Ariel Bezalel in the New Year.

Chatfeild-Roberts: Jupiter does not tolerate weak managers

Jupiter Asset Management chief investment officer John Chatfeild-Roberts has stressed the group’s willingness to remove underperforming fund managers as part of its commitment to excellence.

Leodis Wealth: UK small caps look pretty as American beauty fades

Robin Ghosh, investment manager at Leeds-based Leodis Wealth, is finding value in UK small caps and more nimble strategic bond funds but is increasingly wary of stretched valuations in the US.

Jupiter’s Clunie warns investors must risk drawdowns to get returns

Jupiter’s James Clunie believes he can deliver 4-7% annualised returns with his Absolute Return fund, but said investors need to rethink how they view the sector.

Jupiter Strategic Bond

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.