Jupiter Dynamic Bd I $ Hsc Q Inc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | -0.9 | 9.3 | -8.5 | 6.3 | 0.8 | |
+/-Cat | 2.2 | 1.4 | -6.0 | 2.0 | -2.7 | |
+/-Idx | 2.0 | 3.5 | -1.7 | 3.1 | -0.8 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Benchmarks: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 13/05/2024 | USD 9.81 | |
Day Change | -0.47% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU0750223876 | |
Fund Size (Mil) 13/05/2024 | EUR 5704.33 | |
Share Class Size (Mil) 13/05/2024 | USD 145.94 | |
Max Initial Charge | - | |
Ongoing Charge 04/03/2024 | 0.66% |
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 I $ 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 I $ Hsc Q Inc | 31/03/2024 |
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