Jupiter Merlin Balanced Portfolio I AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 11.24 | -2.29 | 13.34 | 3.98 | 14.37 | -3.25 | 8.26 | 3.92 |
+/- Category | 1.23 | 4.07 | -2.33 | -1.27 | 3.23 | 6.83 | -0.11 | -2.05 |
+/- Category Index | - | - | - | -0.54 | 2.11 | 4.02 | -2.41 | -3.13 |
% Rank in Category | 30 | 7 | 79 | 60 | 16 | 6 | 53 | 87 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.33 | 0.24 |
1 Week | -0.11 | -0.41 | -0.40 |
1 Month | 1.49 | -0.10 | 0.07 |
3 Months | 1.63 | -0.86 | -1.67 |
6 Months | 5.94 | -1.57 | -2.76 |
YTD | 4.19 | -2.27 | -3.77 |
1 Year | 11.05 | -2.65 | -4.44 |
3 Years Annualised | 4.55 | 1.97 | -0.33 |
5 Years Annualised | 5.35 | 0.86 | -0.49 |
10 Years Annualised | 7.45 | 1.69 | 0.33 |
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 | 3.13 | 0.76 | - | - |
2023 | 2.77 | -0.99 | 1.34 | 4.99 |
2022 | -1.09 | -7.05 | 1.40 | 3.78 |
2021 | 3.07 | 5.18 | 1.84 | 3.59 |
2020 | -11.69 | 11.99 | 0.55 | 4.56 |
2019 | 6.17 | 5.39 | 2.01 | -0.71 |
|
Advertisement |