PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Ariel Bezalel
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Interest & Multi-Asset Team since 1998 and a fund manager since 2000. He currently manages the Jupiter Strategic Bond Fund (Unit Trust) and the Jupiter Dynamic Bond fund (SICAV). Ariel has a degree in Economics from Middlesex University.
Total return for Ariel Bezalel
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
116-152m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ariel Bezalel

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ariel Bezalel 2.5 4.7 -2.6 -13.4 0.1 4.4 5.9 -1.3 7.3 11.8
Peer Group Composite 2.6 6.0 -1.3 -6.3 0.8 5.1 6.5 -0.2 6.0 10.7
Over / Under -0.1 -1.3 -1.3 -7.1 -0.7 -0.7 -0.6 -1.1 1.3 1.1
Performance vs peer group composite: Ariel Bezalel
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Strategic Bond Co-managed UT Sterling Strategic Bond since Jun 02 2008 to present
JGF-Jupiter Dynamic Bond Co-managed FO Fixed Int - Global since May 08 2012 to present
Jupiter Dynamic Bond ESG Co-managed FO Fixed Int - Global since Jan 25 2022 to present
Jupiter Global Fixed Income Co-managed FO Fixed Int - USD Investment Grade since Jun 07 2023 to present
Funds managed previously
Fund Periods
Jupiter Monthly Alternative Income since Mar 01 2011 to Jan 01 2014
Jupiter Merlin Income and Growth Select since Mar 01 2011 to Jan 01 2014
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The funds that stood tall in a falling Chinese market By Matteo Anelli  07-Jul-2025
Group Three funds for investors to play the UK rally By Patrick Sanders  04-Jul-2025
Group Emerging markets, a focus on Europe and preparing portfolios for climate change: Thoughts from Fundswire this week By Johanna Vilay  20-Jun-2025
Group Gold, banks and defence: The funds topping the tables in 2025 so far By Gary Jackson  04-Jun-2025
Group Gold price rally, the geopolitics of tech investing and US vs European equities: Thoughts from Fundswire this week By Emilie Balloux  30-May-2025
Sector ‘Investors don’t know how to forecast negatively anymore,’ says Marlborough fixed income manager By Patrick Sanders  27-May-2025
Group Square Mile ratings: Unicorn and Federated Hermes funds lose titles as two Baillie Gifford strategies get downgraded By Jonathan Jones  14-May-2025
Sector What are the chances of a US recession? By Patrick Sanders  12-May-2025
Group Why Jupiter Merlin is sticking with Fundsmith Equity and other underperforming funds By Matteo Anelli  09-May-2025
Group Mid-cap funds top performance tables thanks to uncertainty ‘sweet spot’ status By Gary Jackson  08-May-2025
Group Jupiter Merlin’s Lewis: The trade war is no reason to shift allocations about By Matteo Anelli  02-May-2025
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2025. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc