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Jupiter JGF Dynamic Bond L USD Q Inc HSC

Ranked 150 out of 166 in - Global Flexible 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 Flexible over : 28/02/2017 - 28/02/2018
  • Rank 150/166 Total Return
  • Rank 15/166 Standard Deviation
  • Rank 55/166 Max Drawdown
Fund Name Currency Return
148 Redwood Unconstrained Bond Series A USD


149 HSBC GIF Global Bond Total Return A C USD USD


150 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged



151 Franklin Flexible Alpha Bond A (acc) USD USD


152 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Risk
14 JPMorgan Global Bond Opportunities;I USD


15 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged



15 QCF - Global Unconstrained Bond Fund A

Currency exposure is hedged

Currency exposure is hedged



15 Janus Henderson HF Total Return Bond A2 HUSD

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.5% 1.4% 1.1% 0.3% 0.7%
2016 5.0% 0.6% 2.2% 2.4% -0.2%
2015 2.0% 4.0% -2.3% 0.4% -0.1%
2014 6.3% 2.4% 2.2% 0.2% 1.3%
2013 7.8% 1.7% -0.1% 3.1% 2.9%
2012 4.1% 4.3%

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 size318Mn
  • Base currencyUSD
  • ISIN LU0459992979
  • Currency exposure is hedged

Purchase Info

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


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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).