Jupiter Dynamic Bd L $ Hsc Q Inc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | -1.8 | 8.5 | -9.2 | 5.4 | 0.5 | |
+/-Cat | 1.3 | 0.7 | -6.7 | 1.1 | -3.1 | |
+/-Idx | 1.1 | 2.7 | -2.5 | 2.3 | -1.1 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Benchmarks: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 13/05/2024 | USD 9.24 | |
Day Change | -0.58% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU0459992979 | |
Fund Size (Mil) 10/05/2024 | EUR 5735.47 | |
Share Class Size (Mil) 10/05/2024 | USD 200.38 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 04/03/2024 | 1.47% |
Morningstar Research |
Analyst Report | 24/10/2023 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
Jupiter Dynamic Bond benefits from the experience of its lead portfolio manager, continuity in the execution of its flexible investment process, and strong absolute and risk-adjusted returns since inception. The Morningstar Analyst Rating for the... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Dynamic Bd L $ Hsc Q Inc |
The fund seeks to achieve a high income with the prospect of capital growth from a portfolio of investments in global fixed interest securities. The Fund will invest at least 70% of its Net Asset Value in higher yielding debt securities, either directly or indirectly through derivative instruments. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ariel Bezalel 08/05/2012 | ||
Harry Richards 01/06/2019 | ||
Inception Date 08/05/2012 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar Gbl Core Bd GR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Dynamic Bd L $ Hsc Q Inc | 31/03/2024 |
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