The Jupiter Dynamic Bond fund is a ‘go anywhere,’ high-conviction fund, meaning the managers are able to seek out the best opportunities within the fixed interest universe on a global basis while carefully managing downside risk.
The large and highly experienced fund management team led by Ariel Bezalel, Head of Strategy, Fixed Income, and Harry Richards, Fund Manager, are constantly assessing the dynamics of global fixed income markets, managing risk in the portfolio through adjustments to asset allocation, security selection and duration management. The result is a flexible and highly diversified, global, unconstrained bond fund that can be the cornerstone of an investor’s fixed income allocation.
Credit research for ESG
The team ensures credit research captures environmental, social and governmental risks and opportunities. They also use access to management to highlight ESG issues.
The possibility to flexibly alter the portfolio duration of the fund provides the managers with an additional lever to cushion portfolio risk or even to benefit from changes in interest rates.
Strategic asset allocation over time
The fund manager has the power to use derivatives for efficient portfolio management only, not for investmentpurposes.
Source: Jupiter, as at 31.12.20. DM includes all Western European countries.
*Includes interest rate futures. Asset allocation includes credit derivatives’ exposure.
Meet the team
Jupiter Fixed Income Team
Key fund literature
Click the button below to download all fund literatures of Jupiter Dynamic Bond.
Latest insights from the team
Notes from the Investment Floor - Taking the 'high' out of high yield
Reflation and the Release of Animal Spirits? Not So Fast …
Ariel Bezalel and Harry Richards: Latest webcast
Letter to investors
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. The views expressed are those of the individuals mentioned at the time of writing, are not necessarily those of Jupiter as a whole, and may be subject to change. This is particularly true during periods of rapidly changing market circumstances. 20451