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Jupiter JGF Dynamic Bond L USD Q Inc HSC

Ranked 255 out of 1171 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 : 28/02/2016 - 28/02/2017
  • Rank 255/1171 Total Return
  • Rank 49/1171 Standard Deviation
  • Rank 67/1171 Max Drawdown
Fund Name Currency Risk
48 UBAM Global Credit Opportunities APHC-USD Cap

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

49 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

2.0

50 BNP Paribas Islamic Fund Hilal Income I Cap USD

2.0

51 Wellington Global Strategic Credit USD S Acc USD

2.0

Fund Name Currency Loss
65 CS (Lux) Global Securitized Bond Fund EB USD USD

-0.9%

65 Mercer Short Duration Global Bond 1 M1 NOK Hedged

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.9%

67 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

-0.9%

68 Legg Mason Brandywine Global Cr Opps LM Acc USD USD

-0.9%

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

-0.9%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

Related News

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.

Steer clear of US credit, says AA-rated Bezalel

Jupiter AM's global bond specialist believes knock-on effect of hardship in energy makes the asset class a no-go zone.

Bond star Bezalel: how we’ve front-run ECB action

VIDEO: Ahead of Thursday’s central bank meeting, the Citywire AA-rated manager reveals how he has positioned to outperform.

...more...

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