Jupiter Merlin Conservative Select L Class Income 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 | 5.82 | -2.82 | 10.53 | 5.76 | 2.93 | -11.89 | 7.72 | 2.43 |
+/- Category | 0.95 | 1.06 | 1.45 | 1.93 | -0.52 | -1.61 | 1.43 | -0.11 |
+/- Category Index | - | - | - | 0.59 | -0.76 | -0.82 | -0.02 | -0.34 |
% Rank in Category | 31 | 27 | 28 | 24 | 68 | 70 | 20 | 53 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | -0.26 | -0.09 |
1 Week | -0.08 | -0.54 | -0.38 |
1 Month | 0.95 | -0.10 | 0.30 |
3 Months | 2.37 | 0.02 | -0.57 |
6 Months | 3.28 | -0.78 | -1.03 |
YTD | 3.01 | -0.23 | -0.58 |
1 Year | 10.82 | 2.25 | 1.56 |
3 Years Annualised | -0.72 | -0.52 | -1.00 |
5 Years Annualised | 1.63 | 0.12 | -0.26 |
10 Years Annualised | 2.81 | -0.01 | -0.93 |
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 | 2.17 | 0.25 | - | - |
2023 | 2.69 | -2.92 | 1.14 | 6.84 |
2022 | -3.56 | -7.75 | -4.46 | 3.66 |
2021 | -0.77 | 3.03 | -0.25 | 0.93 |
2020 | -7.05 | 9.25 | 0.71 | 3.41 |
2019 | 4.00 | 3.72 | 2.43 | 0.04 |
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