Jupiter Merlin Growth Portfolio Fund I IncRegister 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 | 10.75 | -3.89 | 16.98 | 5.80 | 17.87 | -5.53 | 11.51 | 7.35 |
+/- Category | -1.95 | 3.31 | -1.07 | -1.11 | 4.31 | 4.27 | 2.08 | -0.33 |
+/- Category Index | - | - | - | -0.19 | 1.56 | 0.31 | -0.90 | -3.01 |
% Rank in Category | 82 | 8 | 61 | 55 | 10 | 14 | 27 | 63 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.14 | 1.10 | 0.27 |
1 Week | 2.06 | 0.07 | -0.28 |
1 Month | -1.09 | 1.04 | 0.40 |
3 Months | -1.51 | -0.18 | -1.52 |
6 Months | 3.79 | -0.84 | -3.74 |
YTD | 5.35 | -0.36 | -3.26 |
1 Year | 11.66 | 0.77 | -3.29 |
3 Years Annualised | 5.07 | 2.92 | -0.97 |
5 Years Annualised | 6.60 | 1.06 | -1.24 |
10 Years Annualised | 8.57 | 1.91 | -0.32 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.07 | 0.03 | - | - |
2023 | 3.11 | 0.74 | 3.04 | 4.18 |
2022 | -2.52 | -7.71 | 1.23 | 3.73 |
2021 | 3.33 | 5.83 | 2.84 | 4.81 |
2020 | -13.47 | 13.85 | 2.05 | 5.23 |
2019 | 7.85 | 5.86 | 2.69 | -0.22 |
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