Jupiter Merlin Monthly Income Select Fund I IncRegister 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 | 4.57 | -4.95 | 9.38 | 2.20 | 4.54 | -14.24 | 10.09 | 1.64 |
+/- Category | -0.30 | -1.07 | 0.30 | -1.63 | 1.10 | -3.96 | 3.80 | -0.90 |
+/- Category Index | - | - | - | -2.97 | 0.85 | -3.17 | 2.35 | -1.13 |
% Rank in Category | 53 | 73 | 45 | 76 | 38 | 88 | 2 | 79 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.19 | 0.36 |
1 Week | 0.29 | -0.17 | -0.01 |
1 Month | 1.03 | -0.03 | 0.38 |
3 Months | 2.12 | -0.22 | -0.82 |
6 Months | 3.64 | -0.42 | -0.66 |
YTD | 2.76 | -0.48 | -0.83 |
1 Year | 9.91 | 1.34 | 0.65 |
3 Years Annualised | -0.35 | -0.15 | -0.63 |
5 Years Annualised | 1.30 | -0.21 | -0.59 |
10 Years Annualised | 2.65 | -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 | 1.24 | 0.39 | - | - |
2023 | 2.75 | -0.13 | 1.31 | 5.89 |
2022 | -5.85 | -7.08 | -1.82 | -0.15 |
2021 | 1.66 | 1.13 | 0.70 | 0.99 |
2020 | -7.81 | 5.70 | -0.58 | 5.50 |
2019 | 3.28 | 2.71 | 1.65 | 1.43 |
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