JPM Multi-Asset Income Fund B - Net AccumulationRegister 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 | 8.30 | -6.04 | 12.55 | 1.15 | 9.20 | -11.99 | 6.81 | 3.97 |
+/- Category | 0.85 | -0.56 | 0.14 | -2.93 | 1.14 | -1.53 | -0.72 | -0.06 |
+/- Category Index | - | - | - | -4.14 | 1.21 | -2.73 | -2.45 | -0.98 |
% Rank in Category | 35 | 65 | 46 | 73 | 34 | 72 | 60 | 52 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.26 | 0.11 | 0.34 |
1 Week | 0.97 | 0.45 | 0.69 |
1 Month | 2.05 | 0.63 | 1.17 |
3 Months | 5.25 | 2.38 | 1.81 |
6 Months | 6.23 | 0.48 | -0.24 |
YTD | 5.64 | 0.79 | -0.12 |
1 Year | 9.48 | -0.95 | -2.70 |
3 Years Annualised | 0.35 | -0.78 | -2.33 |
5 Years Annualised | 2.36 | -0.61 | -1.55 |
10 Years Annualised | 2.97 | -1.08 | -2.59 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.03 | 1.90 | - | - |
2023 | 1.78 | 0.19 | -1.84 | 6.71 |
2022 | -3.30 | -8.81 | -4.79 | 4.82 |
2021 | 3.32 | 3.40 | 0.09 | 2.13 |
2020 | -16.44 | 9.06 | 2.74 | 8.04 |
2019 | 6.41 | 2.53 | 1.29 | 1.86 |
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