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Jupiter Dynamic Bond L GBP Q Inc HSC

Ranked 21 out of 49 in - Global Flexible over 12 months
All calculations are in GBP 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 Fund's objective is to achieve a high income with the prospect of capital growth. The Fund will invest primarily in high yield bonds, investment grade bonds, government bonds, convertible bonds and other bonds. The Fund also uses derivatives (financial instruments whose value is linked to the price of an underlying investment e.g. interest rates, currencies, indices) with the aim of reducing risk or to manage the Fund more efficiently. The Fund Manager is able to make their own investment decisions, is not constrained by any geographical or sector limits and is not guided by any particular benchmark .

Showing fund performance in United Kingdom View performance globally

Performance

Global Flexible over : 31/01/2018 - 31/01/2019
  • Rank 21/49 Total Return
  • Rank 11/49 Standard Deviation
  • Rank 25/49 Max Drawdown
Fund Name Currency Return
19 AB SICAV I-Global Dynamic Bond Pf I2 GBP GBP

-0.9%

20 JPM Global Bond Opportunities A Gross Acc GBP

-1.1%

21 Jupiter Dynamic Bond L GBP Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

22 Acumen Bond Portfolio X Acc GBP

-1.2%

23 Nomura Funds Ireland-Global Dynamic Bond I GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

Fund Name Currency Risk
9 Nordea 1 - Flexible Fixed Income HBC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

10 Nomura Funds Ireland-Global Dynamic Bond I GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

11 Jupiter Dynamic Bond L GBP Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

12 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

13 GAM Star Tactical Opportunities GBP Inst Acc GBP

2.5

Fund Name Currency Loss
23 Schroder ISF Global Credit Income A Dis GBP Hgd MF

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

24 BlackRock Fixed Income Global Opportunities A Inc GBP

-3.4%

25 Jupiter Dynamic Bond L GBP Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

26 PIMCO GIS Dvsfd Inc Dur Hgd Inst GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

27 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.7% -1.1% -1.1% -0.8% 0.3%
2017 2.2% 1.2% 0.8% -0.1% 0.3%
2016 5.3% 0.8% 2.1% 2.5% -0.2%
2015 3.3% 4.1% -2.0% 0.7% 0.5%
2014 7.5% 2.7% 2.6% 0.5% 1.6%
2013 9.4% 2.1% 0.2% 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. Macau
  7. Netherlands
  8. Portugal
  9. Switzerland
  10. United Arab Emirates
  11. United Kingdom

Fund Info

  • Launch date08/05/2012
  • Share Class size62Mn
  • Base currencyGBP
  • ISIN LU0459993191
  • Currency exposure is hedged

Purchase Info

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

Charges

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Jupiter hires two for EM bond team

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Jupiter's Bezalel shorts German bunds

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A-rated Bezalel: Australia will go beyond record rates low

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Jupiter shakes market turbulence with 12% AUM jump

Net flows of £2.1 billion for the year pushed Jupiter’s total mutual fund AUM beyond £31 billion – year-on-year growth of 12%.

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