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Jupiter JGF Dynamic Bond L EUR Q Inc

Ranked 58 out of 71 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 : 30/04/2017 - 30/04/2018
  • Rank 58/71 Total Return
  • Rank 23/71 Standard Deviation
  • Rank 50/71 Max Drawdown
Fund Name Currency Return
56 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

57 GAM Multibond - Diversified Income Bd-EUR B EUR

-1.7%

58 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-2.1%

59 Credit Suisse (Lux) AgaNola Glbl Val Bd Fd FBH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

60 Fonditalia Allocation Risk Optimization S EUR

-2.7%

Fund Name Currency Risk
21 CompAm Fund - Active Bond Plus I Cap EUR

1.5

22 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

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

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

23 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

1.5

25 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

Fund Name Currency Loss
48 Janus Henderson Glo Flex Income IEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

48 Credit Suisse (Lux) AgaNola Glbl Val Bd Fd FBH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

50 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-2.6%

51 Fonditalia Allocation Risk Optimization S EUR

-2.7%

52 GAM Multibond - Diversified Income Bd-EUR B EUR

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 1.5% 1.0% 0.6% -0.3% 0.1%
2016 3.9% 0.3% 2.0% 2.0% -0.5%
2015 1.5% 3.7% -2.3% 0.3% -0.2%
2014 6.3% 2.5% 2.2% 0.2% 1.3%
2013 7.9% 1.7% -0.2% 3.1% 3.0%
2012 4.1% 4.4%

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 size433Mn
  • 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).