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Jupiter JGF Dynamic Bond I EUR Acc

Ranked 23 out of 36 in - Global Flexible over 12 months
All calculations are in SEK 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 Sweden View performance globally

Performance

Global Flexible over : 31/05/2017 - 31/05/2018
  • Rank 23/36 Total Return
  • Rank 13/36 Standard Deviation
  • Rank 4/36 Max Drawdown
Fund Name Currency Return
21 Janus Henderson HF Total Return Bond A2 EUR SEK

3.9%

22 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

3.6%

23 Jupiter JGF Dynamic Bond I EUR Acc SEK

3.4%

24 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

SEK

3.0%

25 UBS (Lux) Bond S - Cur Diversifier (USD)(EUR) P-a SEK

3.0%

25 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

3.0%

Fund Name Currency Risk
11 GAM Multibond - Diversified Income Bd-EUR B SEK

6.1

12 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

6.1

13 Jupiter JGF Dynamic Bond I EUR Acc SEK

6.2

14 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

6.2

15 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

SEK

6.2

Fund Name Currency Loss
2 UBAM Unconstrained Bond IPC EUR SEK

-2.9%

3 BGF Fixed Income Gbl Opportunities A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.9%

4 Jupiter JGF Dynamic Bond I EUR Acc SEK

-2.9%

4 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.9%

6 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

SEK

-3.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.6%
2017 5.0% 0.8% 1.6% 0.2% 2.2%
2016 9.7% 1.5% 4.2% 4.6% -0.8%
2015 -1.2% 1.6% -2.3% 1.9% -2.3%
2014 14.7% 3.6% 5.0% -0.2% 5.6%
2013 12.2% -0.8% 5.2% 2.4% 5.1%

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 date05/12/2012
  • Share Class size2,729Mn
  • Base currencyEUR
  • ISIN LU0853555893

Purchase Info

  • Min. initial investment10Mn
  • 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).