JPM Multi-Asset Income Fund C - Net AccumulationRegister 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 | 8.40 | -5.83 | 12.67 | 1.42 | 9.43 | -11.88 | 7.01 | 3.95 |
+/- Category | 0.95 | -0.35 | 0.26 | -2.66 | 1.37 | -1.42 | -0.52 | -0.08 |
+/- Category Index | - | - | - | -3.87 | 1.44 | -2.62 | -2.26 | -1.00 |
% Rank in Category | 33 | 60 | 45 | 71 | 31 | 71 | 57 | 52 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | 0.14 | 0.37 |
1 Week | 0.94 | 0.42 | 0.66 |
1 Month | 2.03 | 0.60 | 1.15 |
3 Months | 5.30 | 2.42 | 1.86 |
6 Months | 6.34 | 0.60 | -0.12 |
YTD | 5.62 | 0.77 | -0.14 |
1 Year | 9.62 | -0.82 | -2.57 |
3 Years Annualised | 0.51 | -0.62 | -2.17 |
5 Years Annualised | 2.53 | -0.44 | -1.38 |
10 Years Annualised | 3.13 | -0.93 | -2.43 |
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 | 2.04 | 1.88 | - | - |
2023 | 1.85 | 0.13 | -1.81 | 6.86 |
2022 | -3.32 | -8.73 | -4.75 | 4.85 |
2021 | 3.31 | 3.45 | 0.18 | 2.20 |
2020 | -16.35 | 9.12 | 2.76 | 8.13 |
2019 | 6.41 | 2.60 | 1.33 | 1.84 |
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