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Jupiter JGF Global Convertibles I CHF Acc HSC

Ranked 19 out of 55 in - Convertibles Global over 12 months
All calculations are in CHF unless stated

Managed by

Lee Manzi

Lee Manzi joined Jupiter in 2010 as a fund manager to run global convertible and multi-asset strategies. He is joint fund manager with Miles Geldard on the Jupiter Global Convertibles SICAV and the Jupiter Strategic Total Return SICAV. Before joining Jupiter, Lee was a fund manager at RWC focusing on global convertible and multi-asset strategies, and at JPMorgan Asset Management, where he was a Vice President and fund manager, working in the Global Multi-Asset group. Lee has a degree in Accounting from Portsmouth University and is a CFA charterholder.

Objective

To achieve long term capital growth through investment on a global basis in a diversified portfolio of convertible securities. Examples of the convertible securities which may be acquired for the Fund include convertible bonds, convertible preference shares, mandatory convertibles and other convertible or exchangeable securities. The Fund may also invest in money market instruments, bonds, equities, warrants, futures, listed options and OTC derivatives. The Fund is not subject to a predetermined country, industry sector, credit rating or market capitalisation bias.

Showing fund performance in Switzerland View performance globally

Performance

Convertibles Global over : 31/03/2017 - 31/03/2018
  • Rank 19/55 Total Return
  • Rank 7/55 Standard Deviation
  • Rank 10/55 Max Drawdown
Fund Name Currency Return
17 FISCH CB Global Opportunistic Fund BC CHF

3.3%

18 H.A.M. Global Convertible Bond Fund A CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1%

19 Jupiter JGF Global Convertibles I CHF Acc HSC

Currency exposure is hedged

Currency exposure is hedged

CHF

3.0%

20 FISCH CB Sustainable Fund AC CHF

2.9%

21 SWC (LU) BF Global Convertible ATH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8%

Fund Name Currency Risk
5 UBAM Global 10-40 Convertible Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

6 Oaktree (Lux) Fds-Oaktree Gl Conv Bond H CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

7 Jupiter JGF Global Convertibles I CHF Acc HSC

Currency exposure is hedged

Currency exposure is hedged

CHF

2.9

8 Deutsche Invest I Corporate Hybrid Bonds CHF FCH

Currency exposure is hedged

Currency exposure is hedged

CHF

3.0

8 FISCH CB Global Opportunistic Fund BC CHF

3.0

Fund Name Currency Loss
8 AXA WF Framlington Global Convertibles F C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.7%

9 Man Convertibles Global I H CHF Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

10 FISCH CB Global Defensive Fund AC CHF

-1.9%

10 Jupiter JGF Global Convertibles I CHF Acc HSC

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

12 LO Funds Global Conv Bond Def Delta SH Seed CHF IA

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 5.9% 2.0% 0.9% 1.9% 1.1%
2016 4.0% -0.9% 0.3% 3.1% 1.5%
2015 2.1% 2.5% 0.7% -3.1% 2.0%
2014 2.3% 0.4% 0.9% -1.4% 2.3%
2013 12.5% 5.1% 1.2% 3.0% 2.7%
2012 7.6% 5.6% -2.8% 3.8% 1.0%
2011 -6.0% 2.3% -1.1% -7.7% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date01/10/2010
  • Share Class size181Mn
  • Base currencyCHF
  • ISIN LU0522257442
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

Related News

The view ahead: charting the convertible bond landscape

In the first of a two-part outlook for convertible bonds, managers indicate which areas they expect to outperform and where to avoid.

On course for converts: selectors reveal bond managers to back

Fund analysts give Citywire Global their outlook on the asset class and name which funds they are following in the fixed income sector.

European sovereign debt is largely overvalued, says multi-asset star

Citywire A-rated Miles Geldard is steering clear of the region's government bonds and concentrating more on Asian equities and LatAm fixed income.

Mutual fund flows push Jupiter's AUM to a record £25bn

(Update) Chief executive Edward Bonham Carter said flows into mutual funds had played a dominant role, helping Jupiter Fund Management to navigate what was a choppy quarter for the broader asset management industry.

Convertible bonds: worth another look?

The specialist convertible bond market is making a bit of a comeback after years of decline as investors seek income with capital growth.

Convertible bonds revive but there are 'no free gifts' anymore

After a lengthy drought, a glut of new issuance has been coming to market but more will be needed with so many convertibles set to mature in the next two years.

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