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Jupiter JGF Dynamic Bond L USD Q Inc HSC

Ranked 118 out of 147 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 : 30/11/2016 - 30/11/2017
  • Rank 118/147 Total Return
  • Rank 14/147 Standard Deviation
  • Rank 28/147 Max Drawdown
Fund Name Currency Return
116 Investec Global Diversified Debt I1 Acc Gross USD USD

4.2%

117 New Capital Global Dynamic A USD

4.1%

118 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

4.1%

119 Russell Inv Glo Unconstrain Bond Cl Series B USD

4.0%

120 AXA WF Global Strategic Bonds A C USD USD

3.9%

Fund Name Currency Risk
12 PIMCO GIS Income E USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.1

13 Wellington Global Strategic Credit USD S Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.1

14 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

1.1

15 AXA WF Global Strategic Bonds A C USD USD

1.1

16 HSBC GIF Global Bond Total Return A C USD USD

1.1

Fund Name Currency Loss
27 AXA WF Global Strategic Bonds A C USD USD

-0.2%

28 Edmond de Rothschild Fund-Gl Crossover Bonds A USD USD

-0.2%

28 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

-0.2%

30 Nomura Funds Ireland-Global Dynamic Bond I USD USD

-0.2%

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 size378Mn
  • Base currencyUSD
  • ISIN LU0459992979
  • Currency exposure is hedged

Purchase Info

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

Charges

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