Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Jupiter JGF Dynamic Bond L USD Acc H

Ranked 9 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 : 31/01/2017 - 31/01/2018
  • Rank 9/10 Total Return
  • Rank 7/10 Standard Deviation
  • Rank 9/10 Max Drawdown
Fund Name Currency Return
6 Pioneer Funds Strategic Income A No Dis USD TWD

-4.0%

7 Franklin Strategic Income A (Mdis) USD TWD

-4.5%

8 Schroder ISF Strategic Bond A Acc TWD

-4.7%

9 Jupiter JGF Dynamic Bond L USD Acc H

Currency exposure is hedged

Currency exposure is hedged

TWD

-5.0%

10 Investec GSF - Target Return Bond C Inc USD TWD

-8.8%

Fund Name Currency Risk
5 Pioneer Funds Strategic Income A No Dis USD TWD

3.3

6 Schroder ISF Strategic Bond A Acc TWD

3.4

7 Jupiter JGF Dynamic Bond L USD Acc H

Currency exposure is hedged

Currency exposure is hedged

TWD

3.4

8 PineBridge Strategic Bond YD USD TWD

3.5

9 PIMCO GIS Diversified Income E USD Inc

Currency exposure is hedged

Currency exposure is hedged

TWD

3.5

Fund Name Currency Loss
6 GAM Multibond - Diversified Income Bd-USD E TWD

-4.0%

7 Franklin Strategic Income A (Mdis) USD TWD

-4.5%

8 Schroder ISF Strategic Bond A Acc TWD

-4.7%

9 Jupiter JGF Dynamic Bond L USD Acc H

Currency exposure is hedged

Currency exposure is hedged

TWD

-5.0%

10 Investec GSF - Target Return Bond C Inc USD TWD

-8.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size795Mn
  • Base currencyUSD
  • ISIN LU0853555463
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Related News

UK fund house expands AA-rated manager's bond team

Investment firm hands co-manager to veteran while also naming head of investments, fixed income and multi-asset.

AA-rated manager reveals sector to avoid in global bonds

Ariel Bezalel of Jupiter Asset Management also reveals the segments he is backing.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).