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Jupiter JGF Dynamic Bond L EUR Q Inc

Ranked 31 out of 65 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 : 31/07/2016 - 31/07/2017
  • Rank 31/65 Total Return
  • Rank 12/65 Standard Deviation
  • Rank 15/65 Max Drawdown
Fund Name Currency Return
29 Henderson HF Total Return Bond A2 EUR EUR

2.3%

30 Pioneer SICAV Strategic Income N Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3%

31 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

2.1%

32 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0%

33 BGF Fixed Income Gbl Opportunities E2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8%

Fund Name Currency Risk
10 Schroder IF Flexible Cat Bond E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

10 Fonditalia Flexible Bond R EUR

1.5

12 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

1.5

13 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

14 Investec GSF - Target Return Bond S Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

Fund Name Currency Loss
13 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

14 CS (Lux) Global Value Bond Fund EBH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

15 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-1.0%

15 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

17 CompAm Fund - Active Bond Plus I Cap EUR

-1.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 0.6%
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 size510Mn
  • 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).