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Jupiter JGF Dynamic Bond L EUR Q Inc

Ranked 37 out of 68 in - Global Flexible over 12 months
All calculations are in EUR 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 Luxembourg View performance globally

Performance

Global Flexible over : 30/09/2016 - 30/09/2017
  • Rank 37/68 Total Return
  • Rank 13/68 Standard Deviation
  • Rank 16/68 Max Drawdown
Fund Name Currency Return
35 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1%

36 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1%

37 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

1.1%

38 Vontobel Fund - Bond Global Aggregate B EUR

0.8%

39 Caixabank Global SICAV Gl Flexible Strategy Fund B EUR

0.5%

Fund Name Currency Risk
11 NN (L) First Cl. Yield Opportunities P Cap EUR EUR

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 EUR Q Inc EUR

1.5

14 Fonditalia Flexible Bond R EUR

1.5

15 EdR Fund Bond Allocation A EUR Acc EUR

1.6

Fund Name Currency Loss
14 CS (Lux) Global Value Bond Fund EBH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

15 EdR Fund Bond Allocation A EUR Acc EUR

-0.9%

16 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-1.0%

17 CompAm Fund - Active Bond Plus I Cap EUR

-1.0%

18 Vontobel Fd TwentyFour Strat Income Fd AHI EUR EUR

-1.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 0.6% -0.3%
2016 4.7% 0.5% 2.2% 2.2% -0.3%
2015 2.3% 3.9% -2.1% 0.6% 0.0%
2014 7.4% 2.9% 2.5% 0.4% 1.5%
2013 9.2% 2.0% 0.1% 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. Spain
  9. Switzerland
  10. Taiwan
  11. United Kingdom

Fund Info

  • Launch date08/05/2012
  • Share Class size528Mn
  • Base currencyEUR
  • ISIN LU0459992896

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 the currency and currencies indicated).