Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter JGF Dynamic Bond L CHF Q Inc H

Ranked 26 out of 35 in - Global Flexible over 12 months
All calculations are in CHF 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 Switzerland View performance globally

Performance

Global Flexible over : 30/06/2017 - 30/06/2018
  • Rank 26/35 Total Return
  • Rank 9/35 Standard Deviation
  • Rank 20/35 Max Drawdown
Fund Name Currency Return
25 AB SICAV I-Diversified Yield Plus Pf A2 CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.0%

26 Jupiter JGF Dynamic Bond L CHF Q Inc H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.3%

27 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

28 Pharus SICAV - Target E CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.5%

Fund Name Currency Risk
7 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.2

8 StarCapital Argos I CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4

9 Jupiter JGF Dynamic Bond L CHF Q Inc H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4

10 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4

11 PIMCO GIS Income E (Hdg) CHF Acc (13678)

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

Fund Name Currency Loss
18 PIMCO GIS Income E (Hdg) CHF Acc (13678)

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.1%

19 AB SICAV I-Diversified Yield Plus Pf A2 CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.2%

20 Jupiter JGF Dynamic Bond L CHF Q Inc H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

21 GAM Star Tactical Opportunities CHF Inst Acc CHF

-3.4%

22 PIMCO GIS Diversified Income Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% -1.4%
2017 0.9% 0.8% 0.5% -0.4% -0.1%
2016 3.4% 0.2% 1.9% 1.9% -0.7%
2015 0.5% 3.5% -2.5% 0.2% -0.6%
2014 5.9% 2.3% 2.2% 0.1% 1.2%
2013 7.5% 1.6% -0.3% 3.1% 2.8%
2012 3.9% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date08/05/2012
  • Share Class size11Mn
  • Base currencyCHF
  • ISIN LU0750223447
  • Currency exposure is hedged

Purchase Info

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

Charges

Related News

Top bond managers react to Britain's break away

With fixed income markets reeling from the EU referendum vote, Citywire Selector asked leading managers what is next for the asset class.

Strategic shelters: how go-anywhere funds are adapting to sell-off

Citywire Selector shines a light on what blockbuster funds have done in response to the rocky start to 2016.

Top managers on what to expect in today's ECB meeting

As markets turn manic and oil prices plunge, Citywire Selector asked leading managers for their predictions on Draghi & Co.'s first meeting of 2016.

Power of networks: Santander AM’s selection head on going global

José María Martinez-Sanjuán is a people person in a people business but he is keen to point out that individual flair can only go so far.

Alternative blends: Lyxor funds chief's ambitious growth plans

Nicolas Moussavi is spearheading the French firm's move into mutual funds. He talks about the company’s intentions to grow and moving beyond traditional asset allocation.

Australian agony: top managers on trouble brewing down under

As Australia feels the effects of China’s slowed growth, Citywire Global asked invested managers about their allocations to the country.

Liquidity lessons: two top bond managers clash on market outlook

Citywire AA-rated Ariel Bezalel and blockbuster manager Grant Peterkin offer contrasting views on how to deal with fixed income market volatility.

Move with the times: Eckhard Sauren on looking into new markets

The fund of funds pioneer reveals why he is looking outside his home market and the funds he has ditched due to their uncompetitive size.

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