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Jupiter JGF Dynamic Bond L USD Q Inc HSC

Ranked 109 out of 142 in - Global Flexible over 12 months
All calculations are in USD 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 globally. You can view performance in individual jurisdictions.

Performance

Global Flexible over : 30/09/2016 - 30/09/2017
  • Rank 109/142 Total Return
  • Rank 13/142 Standard Deviation
  • Rank 19/142 Max Drawdown
Fund Name Currency Risk
11 AXA WF Global Strategic Bonds A C USD USD

1.4

11 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

13 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

1.5

14 JHWI Strategic Income Opportunities A Acc USD

1.6

15 CS (Lux) Global Value Bond Fund EB USD USD

1.7

Fund Name Currency Loss
17 EdR Fund Bond Allocation A USD Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

USD

-0.7%

18 Nomura Funds Ireland-Global Dynamic Bond I USD USD

-0.9%

19 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

-0.9%

19 JHWI Strategic Income Opportunities A Acc USD

-0.9%

21 Fixed Income Flexible Strategy R USD USD

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 1.1% 0.3%
2016 5.0% 0.6% 2.2% 2.4% -0.2%
2015 2.0% 4.0% -2.3% 0.4% -0.1%
2014 6.3% 2.4% 2.2% 0.2% 1.3%
2013 7.8% 1.7% -0.1% 3.1% 2.9%
2012 4.1% 4.3%

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 size383Mn
  • Base currencyUSD
  • ISIN LU0459992979
  • Currency exposure is hedged

Purchase Info

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

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).