Jupiter Merlin Income 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 | 8.43 | -3.50 | 12.95 | 2.78 | 10.95 | -6.68 | 5.81 | 3.17 |
+/- Category | 0.98 | 1.98 | 0.54 | -1.30 | 2.88 | 3.78 | -1.72 | -0.86 |
+/- Category Index | - | - | - | -2.51 | 2.96 | 2.58 | -3.46 | -1.78 |
% Rank in Category | 33 | 15 | 40 | 61 | 17 | 15 | 74 | 72 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.17 | 0.40 |
1 Week | 0.30 | -0.22 | 0.02 |
1 Month | 1.37 | -0.05 | 0.49 |
3 Months | 2.46 | -0.41 | -0.97 |
6 Months | 4.95 | -0.79 | -1.51 |
YTD | 3.98 | -0.87 | -1.78 |
1 Year | 9.71 | -0.72 | -2.47 |
3 Years Annualised | 2.26 | 1.13 | -0.42 |
5 Years Annualised | 3.58 | 0.61 | -0.33 |
10 Years Annualised | 4.59 | 0.54 | -0.97 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.03 | 1.12 | - | - |
2023 | 1.66 | -1.40 | 1.18 | 4.33 |
2022 | -2.94 | -5.15 | -2.67 | 4.15 |
2021 | 1.39 | 4.17 | 1.19 | 3.81 |
2020 | -10.69 | 9.86 | 0.54 | 4.19 |
2019 | 5.44 | 4.14 | 1.92 | 0.93 |
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