Jupiter Merlin Conservative Select I Class Accumulation 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 | 6.59 | -2.09 | 11.35 | 6.57 | 3.70 | -11.23 | 8.51 | 3.38 |
+/- Category | 1.72 | 1.78 | 2.27 | 2.74 | 0.25 | -0.95 | 2.23 | -0.18 |
+/- Category Index | - | - | - | 1.41 | 0.00 | -0.17 | 0.78 | -0.91 |
% Rank in Category | 17 | 17 | 19 | 15 | 53 | 63 | 10 | 53 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.72 | 0.60 | 0.23 |
1 Week | 1.42 | 0.81 | 0.48 |
1 Month | 0.88 | 0.66 | 0.14 |
3 Months | 1.92 | 0.71 | -0.24 |
6 Months | 5.12 | 1.10 | -0.29 |
YTD | 3.62 | 0.31 | -0.77 |
1 Year | 10.44 | 2.16 | 0.41 |
3 Years Annualised | -0.21 | 0.26 | -0.33 |
5 Years Annualised | 2.18 | 0.74 | 0.33 |
10 Years Annualised | 3.56 | 0.74 | -0.18 |
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 | 1.55 | 0.44 | - | - |
2023 | 2.88 | -2.74 | 1.31 | 7.04 |
2022 | -3.38 | -7.56 | -4.29 | 3.85 |
2021 | -0.60 | 3.29 | -0.10 | 1.11 |
2020 | -6.86 | 9.44 | 0.91 | 3.61 |
2019 | 4.19 | 3.92 | 2.64 | 0.20 |
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