Jupiter Dynamic Bond Class L EUR AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.6 | -6.2 | -11.8 | 4.3 | -2.6 | |
+/-Cat | 2.6 | 0.5 | -6.4 | 1.0 | -3.2 | |
+/-B’mrk | 1.3 | 2.4 | -2.1 | 2.5 | -1.4 | |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 22/11/2024 | EUR 11.31 | |
Day Change | 0.04% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU0853555380 | |
Fund Size (Mil) 22/11/2024 | EUR 5768.67 | |
Share Class Size (Mil) 22/11/2024 | EUR 557.36 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 21/08/2024 | 1.47% |
Morningstar Research |
Analyst Report | 23/10/2024 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 Class L 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 10/05/2013 |
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Category Benchmark | |
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 Class L EUR Acc | 30/09/2024 |
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