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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.

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 globally. You can view performance in individual jurisdictions.

Performance

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

6.2%

237 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

6.2%

238 GS&P Fonds EuroRentenAktiv G USD

6.2%

239 AXA WF Global Strategic Bonds A C USD USD

6.1%

239 Berenberg Global Bond Selection AK R USD

6.1%

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

1.8

56 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

57 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

58 BNP Paribas Islamic Fund Hilal Income I Cap USD

1.9

59 Oasis Crescent Global Income A USD Inc USD

2.0

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

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.9%

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

-0.9%

65 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

-0.9%

66 Legg Mason Brandywine Global Cr Opps LM Acc USD USD

-0.9%

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

-0.9%

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

Charges

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...more...

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