Jupiter Merlin Conservative Select L Class Accumulation UnitsRegister 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 | 5.78 | -2.80 | 10.51 | 5.77 | 2.92 | -11.89 | 7.69 | 1.62 |
+/- Category | 0.92 | 1.07 | 1.43 | 1.94 | -0.53 | -1.61 | 1.41 | -0.93 |
+/- Category Index | - | - | - | 0.61 | -0.78 | -0.82 | -0.04 | -1.15 |
% Rank in Category | 32 | 27 | 29 | 24 | 68 | 70 | 20 | 80 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.22 | -0.07 |
1 Week | -0.08 | -0.55 | -0.38 |
1 Month | 0.96 | -0.38 | 0.31 |
3 Months | 2.39 | 0.35 | -0.55 |
6 Months | 3.30 | -0.69 | -1.01 |
YTD | 2.20 | -0.91 | -1.38 |
1 Year | 9.96 | 0.60 | 0.69 |
3 Years Annualised | -1.00 | -0.79 | -1.28 |
5 Years Annualised | 1.46 | -0.03 | -0.43 |
10 Years Annualised | 2.73 | -0.10 | -1.01 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.36 | 0.26 | - | - |
2023 | 2.69 | -2.92 | 1.13 | 6.83 |
2022 | -3.55 | -7.76 | -4.47 | 3.66 |
2021 | -0.78 | 3.08 | -0.29 | 0.93 |
2020 | -7.03 | 9.24 | 0.70 | 3.42 |
2019 | 3.99 | 3.72 | 2.44 | 0.02 |
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