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Jupiter JGF Dynamic Bond L USD Acc H

Ranked 10 out of 38 in - Global over 12 months
All calculations are in USD 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 over : 31/05/2016 - 31/05/2017
  • Rank 10/38 Total Return
  • Rank 3/38 Standard Deviation
  • Rank 2/38 Max Drawdown
Fund Name Currency Loss
1 AB FCP I-Global Bond Portfolio I USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.6%

2 Jupiter JGF Dynamic Bond L USD Acc H USD

-0.8%

3 Franklin Templeton SinoAm Gl Bond Fd Of Fds A USD USD

-0.8%

4 Schroder ISF Strategic Bond A Acc USD

-0.9%

5 Templeton Global Total Return A (Mdis) USD USD

-1.4%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.4%
2016 5.1% 0.6% 2.2% 2.3% -0.2%
2015 1.8% 3.9% -2.3% 0.4% -0.1%
2014 6.3% 2.4% 2.2% 0.3% 1.3%
2013 3.1% 3.0%

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

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).