Jupiter Merlin Income and Growth Select Fund I AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 13.24 | -11.42 | 15.90 | -12.13 | 10.46 | 5.22 | ||
+/- Category | -2.43 | -16.66 | 4.75 | -2.04 | 2.10 | -1.28 | ||
+/- Category Index | - | -15.94 | 3.63 | -4.86 | -0.20 | -3.09 | ||
% Rank in Category | 81 | 100 | 9 | 77 | 22 | 78 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 0.94 | 0.29 |
1 Week | 1.54 | -0.05 | -0.31 |
1 Month | -0.54 | 0.70 | 0.15 |
3 Months | -0.76 | -0.28 | -1.43 |
6 Months | 3.62 | -1.12 | -3.35 |
YTD | 4.03 | -1.10 | -3.18 |
1 Year | 10.10 | -0.15 | -3.14 |
3 Years Annualised | 1.40 | -0.19 | -2.73 |
5 Years Annualised | 2.27 | -2.16 | -3.45 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.56 | 0.11 | - | - |
2023 | 3.53 | -0.48 | 2.13 | 4.97 |
2022 | -7.00 | -8.03 | 3.16 | -0.40 |
2021 | 2.30 | 6.31 | 1.99 | 4.49 |
2020 | -23.40 | 7.96 | -5.36 | 13.17 |
2019 | 5.41 | 2.56 | -0.07 | 4.83 |
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