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Jupiter JGF Dynamic Bond L USD Acc H

Ranked 7 out of 10 in - Global Flexible over 12 months
All calculations are in TWD 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 Taiwan View performance globally

Performance

Global Flexible over : 31/03/2017 - 31/03/2018
  • Rank 7/10 Total Return
  • Rank 7/10 Standard Deviation
  • Rank 3/10 Max Drawdown
Fund Name Currency Return
5 Schroder ISF Strategic Bond A Acc TWD

-1.9%

6 GAM Multibond - Diversified Income Bd-USD E TWD

-2.2%

7 Jupiter JGF Dynamic Bond L USD Acc H

Currency exposure is hedged

Currency exposure is hedged

TWD

-2.7%

8 Amundi Funds II Strategic Income A No Dis USD TWD

-2.7%

9 Franklin Strategic Income A (Mdis) USD TWD

-3.4%

Fund Name Currency Risk
5 Legg Mason WA Global Multi Strat A Dis D USD TWD

3.0

6 GAM Multibond - Diversified Income Bd-USD E TWD

3.1

7 Jupiter JGF Dynamic Bond L USD Acc H

Currency exposure is hedged

Currency exposure is hedged

TWD

3.2

8 PineBridge Strategic Bond YD USD TWD

3.3

9 PIMCO GIS Diversified Income E USD Inc

Currency exposure is hedged

Currency exposure is hedged

TWD

3.4

Fund Name Currency Loss
1 Schroder ISF Strategic Bond A Acc TWD

-3.0%

2 Fidelity Funds - Gl Strat Bond A-ACC-USD TWD

-3.7%

3 Jupiter JGF Dynamic Bond L USD Acc H

Currency exposure is hedged

Currency exposure is hedged

TWD

-4.2%

4 Legg Mason WA Global Multi Strat A Dis D USD TWD

-4.4%

5 PIMCO GIS Diversified Income E USD Inc

Currency exposure is hedged

Currency exposure is hedged

TWD

-4.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8%
2017 -4.5% -4.6% 1.3% -0.1% -1.1%
2016 3.1% -1.4% 2.5% -0.6% 2.7%
2015 5.8% 2.9% -3.6% 7.1% -0.3%
2014 12.7% 4.6% 0.2% 2.2% 5.2%
2013 1.7% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/04/2013
  • Share Class size716Mn
  • Base currencyUSD
  • ISIN LU0853555463
  • Currency exposure is hedged

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).