Jupiter Dynamic Bond D USD HscM IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.6 | 2.5 | -3.3 | 3.7 | -0.6 | |
+/-Cat | 2.2 | 1.3 | -6.3 | 1.9 | -2.7 | |
+/-B’mrk | 2.0 | 3.3 | -1.8 | 3.0 | -0.8 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 14/05/2024 | USD 8.93 | |
Day Change | -0.10% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU1740284432 | |
Fund Size (Mil) 15/05/2024 | EUR 5703.77 | |
Share Class Size (Mil) 15/05/2024 | USD 40.34 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 30/09/2023 | 0.18% |
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 on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Dynamic Bond D USD HscM 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 26/10/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar Gbl Core Bd GR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Dynamic Bond D USD HscM Inc | 31/03/2024 |
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