Jupiter Dynamic Bd I $ Hsc Acc |
Performance History | 31/03/2024 |
Growth of 1,000 (EUR) |
Fund | -1.0 | 9.3 | -8.4 | 6.2 | 2.3 | |
+/-Cat | 2.1 | 1.5 | -5.9 | 1.9 | -1.3 | |
+/-Idx | 2.1 | 3.2 | -3.0 | 2.7 | 0.0 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Benchmarks: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 19/04/2024 | USD 12.29 | |
Day Change | 0.03% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU0853555976 | |
Fund Size (Mil) 18/04/2024 | EUR 5763.90 | |
Share Class Size (Mil) 18/04/2024 | USD 171.29 | |
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 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 15/01/2016 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Bloomberg Global Aggregate TR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Dynamic Bd I $ Hsc Acc | 29/02/2024 |
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