JPM Multi-Asset Income Fund C - Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 8.47 | -5.88 | 12.64 | 1.44 | 9.35 | -11.85 | 6.98 | 5.59 |
+/- Category | 1.02 | -0.39 | 0.23 | -2.64 | 1.28 | -1.39 | -0.55 | 0.53 |
+/- Category Index | - | - | - | -3.85 | 1.35 | -2.59 | -2.29 | -0.77 |
% Rank in Category | 32 | 61 | 45 | 71 | 32 | 71 | 58 | 34 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.66 | 0.52 | 0.32 |
1 Week | 1.52 | 0.40 | -0.15 |
1 Month | 0.37 | 0.87 | 0.00 |
3 Months | 3.25 | 2.74 | 1.58 |
6 Months | 6.99 | 2.49 | 1.14 |
YTD | 5.79 | 1.62 | -0.44 |
1 Year | 10.74 | 1.54 | -1.27 |
3 Years Annualised | 0.28 | -0.20 | -1.97 |
5 Years Annualised | 2.74 | -0.20 | -1.35 |
10 Years Annualised | 3.22 | -0.80 | -2.28 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.08 | 1.91 | - | - |
2023 | 1.87 | 0.11 | -1.78 | 6.81 |
2022 | -3.24 | -8.78 | -4.76 | 4.86 |
2021 | 3.30 | 3.50 | 0.09 | 2.19 |
2020 | -16.34 | 9.06 | 2.81 | 8.14 |
2019 | 6.43 | 2.61 | 1.31 | 1.82 |
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