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 Q Inc HSC

Ranked 237 out of 1167 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.


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 globally. You can view performance in individual jurisdictions.


Global over : 31/05/2016 - 31/05/2017
  • Rank 237/1167 Total Return
  • Rank 57/1167 Standard Deviation
  • Rank 65/1167 Max Drawdown
Fund Name Currency Return
236 Legg Mason BW International Opportunities Bond;IS USD


237 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged



238 GS&P Fonds EuroRentenAktiv G USD


239 AXA WF Global Strategic Bonds A C USD USD


239 Berenberg Global Bond Selection AK R USD


Fund Name Currency Risk
55 AB Funds-Global Fixed Income B USD


56 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged



57 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged



58 BNP Paribas Islamic Fund Hilal Income I Cap USD


59 Oasis Crescent Global Income A USD Inc USD


Fund Name Currency Loss
63 Mercer Short Duration Global Bond 1 M1 NOK Hedged

Currency exposure is hedged

Currency exposure is hedged



63 CS (Lux) Global Securitized Bond Fund EB USD USD


65 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged



66 Legg Mason Brandywine Global Cr Opps LM Acc USD USD


66 AB SICAV I-Multi-Sector Credit Portfolio S USD USD


Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.4%
2016 5.8% 0.8% 2.3% 2.6% 0.0%
2015 2.7% 4.1% -2.1% 0.7% 0.1%
2014 7.4% 2.8% 2.5% 0.4% 1.5%
2013 9.1% 2.0% 0.2% 3.4% 3.3%
2012 4.3% 4.6%

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. Switzerland
  9. United Kingdom

Fund Info

  • Launch date08/05/2012
  • Share Class size389Mn
  • Base currencyUSD
  • ISIN LU0459992979
  • Currency exposure is hedged

Purchase Info

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


Related News

Selector snapshot: top alt bets and bonds outperformer

Matejka & Partner Asset Management’s Florian Rainer reveals the offbeat funds he is backing.

Jupiter steps up EMD push with double hire

Asset manager further bolsters unit under ex-Pioneer specialist.

A-rated Bezalel ups duration and warns of 'Trump gap'

Bond veteran Ariel Bezalel says US indicators have led him to raise duration after slashing it last year.

Brave new world for bonds: finding alternative ideas

Fund selectors Thierry Crovetto and Pierre-Yves Dittlot believe absolute return could provide a breakthrough for yield-starved bond investors.

Jupiter's Bezalel shorts German bunds

Citywire A-rated manager says rising government bond yield could signal the start of a sell-off in the market.

Top Spanish selector names her favourite financials funds

Marta Campello of Abante Asesores believes bond managers are best-placed to benefit but some equity investors can prosper.

Bond star Bezalel slashes duration and US treasury bets

Citywire A-rated manager thinks US government bonds look expensive but says there is still value in Australia.

Olympic outperformers: top managers of the past four years

As the Olympic Games kick off in Brazil, Citywire Selector takes a closer look at the managers racing to the top since the last major meet-up.

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

Global bond manager believes country will undertake more action over the next 18 months as it adjusts to China’s slowdown.

Jupiter bolsters AA-rated Bezalel’s bond team

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


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