Jupiter Dynamic Bond I EUR Acc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 6.4 | 0.9 | -15.8 | 7.6 | -2.9 | |
+/-Cat | 3.3 | 1.4 | -5.4 | 1.9 | -2.6 | |
+/-Idx | 2.0 | 3.4 | -1.3 | 3.3 | -0.7 | |
Category: Global Flexible Bond - EUR Hedged | ||||||
Benchmarks: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 13/05/2024 | EUR 12.89 | |
Day Change | -0.15% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU0853555893 | |
Fund Size (Mil) 13/05/2024 | EUR 5704.33 | |
Share Class Size (Mil) 13/05/2024 | EUR 831.41 | |
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 Bond I EUR Acc |
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 05/12/2012 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar Gbl Core Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Dynamic Bond I EUR Acc | 31/03/2024 |
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