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You are here: Manager factsheet

Ariel Bezalel

 FE fundinfo Alpha Manager
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have tended to be relatively better in a rising market.
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
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 7.1 -3.6 5.3 14.4 -4.1 3.6 12.8 16.6 0.5 11.4
Peer Group Composite 7.5 -0.2 3.2 12.2 -0.1 6.2 6.1 9.1 -3.4 7.6
Over / Under -0.4 -3.4 2.1 2.2 -4.0 -2.6 6.7 7.5 3.9 3.8
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Strategic Bond Lead manager UT Sterling Strategic Bond since Jun 02 2008 to present
JGF-Jupiter Dynamic Bond Lead manager FO Fixed Int - Global since May 08 2012 to present
Funds managed previously
Fund Periods
Jupiter Monthly Alternative Income since Mar 01 2011 to Jan 01 2014
Jupiter Distribution and Growth since Mar 01 2011 to Jan 01 2014
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.

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