JPM Multi-Asset Income Fund G Monthly - Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.55 | -5.83 | 12.80 | 1.38 | 9.43 | -11.79 | 6.97 | 7.65 |
+/- Category | 1.10 | -0.34 | 0.39 | -2.70 | 1.36 | -1.33 | -0.56 | 1.77 |
+/- Category Index | - | - | - | -3.91 | 1.43 | -2.53 | -2.29 | 0.67 |
% Rank in Category | 31 | 60 | 42 | 72 | 31 | 70 | 58 | 12 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.12 | 0.23 |
1 Week | 1.39 | 0.31 | 0.46 |
1 Month | 1.66 | 0.92 | 1.21 |
3 Months | 4.51 | 1.96 | 2.26 |
6 Months | 7.15 | 2.59 | 1.73 |
YTD | 8.33 | 2.27 | 1.14 |
1 Year | 12.93 | 2.39 | 1.19 |
3 Years Annualised | 1.09 | -0.01 | -1.57 |
5 Years Annualised | 2.98 | -0.15 | -1.08 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.17 | 1.93 | - | - |
2023 | 1.81 | 0.21 | -1.89 | 6.86 |
2022 | -3.29 | -8.67 | -4.80 | 4.91 |
2021 | 3.33 | 3.48 | 0.17 | 2.17 |
2020 | -16.40 | 9.14 | 2.79 | 8.08 |
2019 | 6.53 | 2.58 | 1.27 | 1.93 |
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