Jupiter Merlin Worldwide Portfolio Fund I IncRegister 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 | 11.74 | -3.20 | 15.33 | 9.07 | 15.24 | -7.78 | 13.30 | 6.44 |
+/- Category | -0.84 | 3.52 | -3.70 | -1.52 | -2.81 | 1.56 | 0.53 | -3.45 |
+/- Category Index | -1.39 | 0.31 | -6.22 | -3.18 | -4.42 | -0.07 | -1.95 | -5.79 |
% Rank in Category | 60 | 21 | 82 | 63 | 72 | 35 | 50 | 79 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.42 | 0.11 | 0.35 |
1 Week | 0.33 | 0.01 | 0.23 |
1 Month | 1.18 | -0.17 | -0.30 |
3 Months | 0.46 | -2.98 | -4.86 |
6 Months | 7.76 | -3.32 | -5.36 |
YTD | 6.82 | -3.81 | -6.13 |
1 Year | 16.18 | -2.14 | -6.08 |
3 Years Annualised | 5.57 | -1.01 | -3.30 |
5 Years Annualised | 6.56 | -1.85 | -3.79 |
10 Years Annualised | 9.00 | -0.83 | -2.85 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.40 | -0.89 | - | - |
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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