Jupiter Merlin Worldwide Portfolio Fund I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 11.74 | -3.20 | 15.33 | 9.07 | 15.24 | -7.78 | 13.30 | 5.59 |
+/- Category | -0.84 | 3.52 | -3.70 | -1.52 | -2.81 | 1.56 | 0.53 | -1.86 |
+/- Category Index | -1.39 | 0.31 | -6.22 | -3.18 | -4.42 | -0.07 | -1.95 | -3.39 |
% Rank in Category | 60 | 21 | 82 | 63 | 72 | 35 | 50 | 74 |
Trailing Returns (GBP) | 17/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.25 | -0.36 | -0.51 |
1 Week | -0.66 | -1.21 | -1.69 |
1 Month | -2.00 | -1.85 | -3.01 |
3 Months | 0.36 | -2.85 | -5.02 |
6 Months | 7.48 | -3.40 | -5.40 |
YTD | 5.31 | -4.03 | -6.28 |
1 Year | 14.17 | -1.89 | -5.87 |
3 Years Annualised | 5.59 | -1.34 | -3.52 |
5 Years Annualised | 7.14 | -1.87 | -3.91 |
10 Years Annualised | 8.80 | -0.97 | -2.92 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.40 | - | - | - |
2023 | 3.40 | 1.17 | 3.18 | 4.97 |
2022 | -3.36 | -9.36 | 3.39 | 1.83 |
2021 | 3.18 | 5.36 | 2.72 | 3.21 |
2020 | -13.02 | 15.63 | 3.06 | 5.23 |
2019 | 7.94 | 5.96 | 2.36 | -1.48 |
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