Jupiter Dynamic Bond Class A USD AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | -11.7 | 4.1 | -2.6 |
![]() | +/-Cat | - | - | -6.3 | 0.9 | -2.2 |
![]() | +/-B’mrk | - | - | -2.0 | 2.3 | -0.8 |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 14/08/2024 | USD 8.13 | |
Day Change | 1.12% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU2269171877 | |
Fund Size (Mil) 14/08/2024 | EUR 5857.17 | |
Share Class Size (Mil) 14/08/2024 | USD 2.18 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 30/09/2023 | 0.20% |
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 Class A USD 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 08/01/2021 |
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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 A USD Acc | 30/06/2024 |
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