Jupiter Merlin Income and Growth 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 | 9.31 | -14.47 | 13.24 | -11.38 | 15.90 | -12.11 | 10.47 | 3.67 |
+/- Category | -0.69 | -8.10 | -2.43 | -16.63 | 4.76 | -2.03 | 2.10 | -2.30 |
+/- Category Index | - | - | - | -15.90 | 3.64 | -4.84 | -0.20 | -3.38 |
% Rank in Category | 61 | 100 | 81 | 100 | 9 | 77 | 22 | 89 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.10 | 0.40 |
1 Week | 0.24 | -0.18 | -0.02 |
1 Month | 1.53 | 0.01 | 0.43 |
3 Months | 2.29 | -0.76 | -1.62 |
6 Months | 5.53 | -2.14 | -3.08 |
YTD | 4.89 | -1.77 | -2.95 |
1 Year | 12.62 | -0.25 | -2.44 |
3 Years Annualised | 2.44 | -0.23 | -2.60 |
5 Years Annualised | 1.74 | -2.82 | -4.00 |
10 Years Annualised | 2.74 | -3.04 | -4.37 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.55 | 0.11 | - | - |
2023 | 3.53 | -0.48 | 2.13 | 4.98 |
2022 | -7.01 | -8.04 | 3.17 | -0.39 |
2021 | 2.30 | 6.29 | 1.99 | 4.50 |
2020 | -23.40 | 8.02 | -5.36 | 13.17 |
2019 | 5.41 | 2.55 | -0.07 | 4.83 |
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