Jupiter Merlin Monthly Income Select Fund I AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 4.56 | -4.98 | 9.39 | 2.19 | 4.55 | -14.25 | 10.10 | 1.65 |
+/- Category | -0.30 | -1.11 | 0.31 | -1.64 | 1.11 | -3.97 | 3.82 | -0.89 |
+/- Category Index | - | - | - | -2.97 | 0.86 | -3.19 | 2.37 | -1.12 |
% Rank in Category | 53 | 74 | 44 | 76 | 38 | 88 | 2 | 79 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.23 | 0.38 |
1 Week | 0.29 | -0.18 | -0.01 |
1 Month | 1.03 | -0.31 | 0.39 |
3 Months | 2.16 | 0.13 | -0.78 |
6 Months | 3.65 | -0.34 | -0.66 |
YTD | 2.77 | -0.34 | -0.82 |
1 Year | 9.91 | 0.56 | 0.65 |
3 Years Annualised | -0.34 | -0.13 | -0.63 |
5 Years Annualised | 1.30 | -0.18 | -0.59 |
10 Years Annualised | 2.64 | -0.18 | -1.10 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.25 | 0.40 | - | - |
2023 | 2.76 | -0.11 | 1.30 | 5.88 |
2022 | -5.85 | -7.09 | -1.82 | -0.16 |
2021 | 1.66 | 1.12 | 0.70 | 0.99 |
2020 | -7.81 | 5.69 | -0.58 | 5.50 |
2019 | 3.29 | 2.72 | 1.66 | 1.42 |
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