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Jupiter JGF Dynamic Bond L EUR Q Inc

Ranked 36 out of 70 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 : 30/11/2016 - 30/11/2017
  • Rank 36/70 Total Return
  • Rank 13/70 Standard Deviation
  • Rank 25/70 Max Drawdown
Fund Name Currency Return
34 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6%

35 Caixabank Global SICAV Gl Flexible Strategy Fund B EUR

2.5%

36 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

2.4%

37 MFS Meridian Funds-Global Opportunistic Bd AH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2%

38 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1%

Fund Name Currency Risk
11 Schroder ISF Global Credit Dur Hdg EUR A Acc EUR

1.1

12 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

13 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

1.1

14 NN (L) First Cl. Yield Opportunities P Cap EUR EUR

1.2

15 CompAM - Flexible Bond Q EUR EUR

1.2

15 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

15 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

Fund Name Currency Loss
23 Amundi Fds Bond Global Hybrid - IE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

24 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

25 CompAm Fund - Active Bond Plus I Cap EUR

-0.5%

25 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-0.5%

27 Nomura Funds Ireland-Global Dynamic Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

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).