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Jupiter JGF Dynamic Bond D GBP Q Inc H

Ranked 6 out of 11 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 Guernsey View performance globally

Performance

Global over : 31/05/2016 - 31/05/2017
  • Rank 6/11 Total Return
  • Rank 1/11 Standard Deviation
  • Rank 2/11 Max Drawdown
Fund Name Currency Return
4 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

9.5%

5 Barclays GlobalBeta Portfolio 1 AA GBP GBP

6.6%

6 Jupiter JGF Dynamic Bond D GBP Q Inc H GBP

6.4%

7 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7%

8 Kleinwort Benson Elite Intl Bd B GBP Acc Non-RPT GBP

4.9%

Fund Name Currency Risk
1 Jupiter JGF Dynamic Bond D GBP Q Inc H GBP

1.8

2 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9

3 BNY Mellon Targeted Return Bd Fd GBP W Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1

4 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

5 Barclays GlobalBeta Portfolio 1 AA GBP GBP

2.7

Fund Name Currency Loss
1 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

2 Jupiter JGF Dynamic Bond D GBP Q Inc H GBP

-0.8%

3 BNY Mellon Targeted Return Bd Fd GBP W Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

4 Barclays GlobalBeta Portfolio 1 AA GBP GBP

-1.2%

5 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.4%
2016 6.3% 1.1% 2.4% 2.8% 0.1%
2015 4.7% 4.8% -1.8% 0.9% 0.9%
2014 8.5% 2.9% 2.8% 0.7% 1.8%
2013 0.5% 3.7% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Guernsey
  6. Hong Kong
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size231Mn
  • Base currencyGBP
  • ISIN LU0895806684

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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