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Jupiter JGF Dynamic Bond D GBP Q Inc H

Ranked 5 out of 8 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 Jersey View performance globally

Performance

Global Flexible over : 31/08/2017 - 31/08/2018
  • Rank 5/8 Total Return
  • Rank 2/8 Standard Deviation
  • Rank 2/8 Max Drawdown
Fund Name Currency Return
3 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

4 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

5 Jupiter JGF Dynamic Bond D GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

6 Fidelity Funds - Flexible Bond Fund A-GBP-DIS GBP

-2.5%

7 T Rowe Dynamic Global Bond Ih GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

Fund Name Currency Risk
1 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

2 Jupiter JGF Dynamic Bond D GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3

3 JPM Global Bond Opportunities A Gross Acc GBP

1.5

4 Fidelity Funds - Flexible Bond Fund A-GBP-DIS GBP

1.6

5 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

Fund Name Currency Loss
1 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

2 Jupiter JGF Dynamic Bond D GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

3 JPM Global Bond Opportunities A Gross Acc GBP

-2.0%

4 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

5 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.9%
2017 3.1% 1.4% 1.0% 0.1% 0.6%
2016 6.3% 1.1% 2.4% 2.8% 0.1%
2015 4.7% 4.8% -1.8% 0.9% 0.9%
2014 8.5% 2.9% 2.8% 0.7% 1.8%
2013 0.5% 3.7% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Guernsey
  6. Hong Kong
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Sweden
  12. Switzerland
  13. United Arab Emirates
  14. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size176Mn
  • Base currencyGBP
  • ISIN LU0895806684
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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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).