Jupiter Dynamic Bd L € Q Inc Dist |
Performance History | 29/02/2024 |
Growth of 1,000 (EUR) |
Fund | 5.7 | 0.0 | -16.5 | 6.8 | -1.2 | |
+/-Cat | 2.5 | 0.5 | -6.1 | 1.1 | -1.1 | |
+/-Idx | 1.5 | 2.2 | -3.3 | 2.1 | -0.1 | |
Category: Global Flexible Bond - EUR Hedged | ||||||
Benchmarks: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 27/03/2024 | EUR 7.38 | |
Day Change | 0.00% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU0992000496 | |
Fund Size (Mil) 27/03/2024 | EUR 6067.06 | |
Share Class Size (Mil) 27/03/2024 | EUR 257.54 | |
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 € Q Inc Dist |
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 24/01/2014 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Bloomberg Global Aggregate TR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Dynamic Bd L € Q Inc Dist | 31/01/2024 |
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