Jupiter Dynamic Bond Class D EUR Q IncRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.5 | -5.4 | -11.1 | 5.1 | -2.0 | |
+/-Cat | 3.5 | 1.3 | -5.8 | 1.8 | -2.6 | |
+/-B’mrk | 2.2 | 3.2 | -1.4 | 3.2 | -0.8 | |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 21/11/2024 | EUR 7.60 | |
Day Change | 0.31% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU0895806171 | |
Fund Size (Mil) 21/11/2024 | EUR 5735.92 | |
Share Class Size (Mil) 21/11/2024 | EUR 44.74 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 21/08/2024 | 0.70% |
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 D EUR Q 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 16/04/2013 |
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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 D EUR Q Inc | 30/09/2024 |
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