Jupiter Merlin Conservative Select I Class Income UnitsRegister 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 | 6.61 | -2.14 | 11.36 | 6.54 | 3.71 | -11.25 | 8.52 | 4.22 |
+/- Category | 1.74 | 1.73 | 2.28 | 2.71 | 0.27 | -0.97 | 2.24 | 0.66 |
+/- Category Index | - | - | - | 1.37 | 0.02 | -0.18 | 0.79 | -0.07 |
% Rank in Category | 17 | 18 | 19 | 15 | 53 | 63 | 9 | 25 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.71 | 0.58 | 0.22 |
1 Week | 1.40 | 0.79 | 0.46 |
1 Month | 0.85 | 0.64 | 0.11 |
3 Months | 1.90 | 0.69 | -0.26 |
6 Months | 5.09 | 1.08 | -0.31 |
YTD | 4.44 | 1.14 | 0.05 |
1 Year | 11.32 | 3.04 | 1.29 |
3 Years Annualised | 0.06 | 0.53 | -0.06 |
5 Years Annualised | 2.35 | 0.90 | 0.49 |
10 Years Annualised | 3.64 | 0.81 | -0.10 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.38 | 0.44 | - | - |
2023 | 2.87 | -2.72 | 1.32 | 7.03 |
2022 | -3.39 | -7.58 | -4.27 | 3.84 |
2021 | -0.59 | 3.22 | -0.05 | 1.12 |
2020 | -6.88 | 9.45 | 0.90 | 3.61 |
2019 | 4.20 | 3.90 | 2.63 | 0.22 |
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