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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Ariel Bezalel

Ariel Bezalel

Showing manager performance in Switzerland View performance globally

About 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.

Invests in own strategies

Are you Ariel Bezalel?

Citywire Rating: A rated

2013

  • SNot rated in Sep 2013
  • ORated Plus in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated AA in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated A in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017

Performance

Bonds - Global
over : 31/03/2014 - 31/03/2017
Rank 12/59 Bonds - Global
Manager Return
10 Eve Tournier 11.2%
11 Patrik Kauffmann 11.1%
12 Ariel Bezalel 10.7%
13 Robert Neithart 10.7%
13 Mark Brett 10.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.8%
2016 4.1% 0.4% 2.1% 2.0% -0.5%
2015 1.3% 3.7% -2.3% 0.4% -0.4%
2014 6.8% 2.6% 2.4% 0.3% 1.4%
2013 8.8% 1.9% 0.0% 3.4% 3.2%
2012 4.2% 4.5%

Related News

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Bond nominations revealed for Citywire's inaugural Swiss Awards

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

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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.

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.

Getting to grips with global credit: how to survive the new normal

The changing macro environment will create new challenges global credit managers, and the different markets will require distinctive approaches.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.