JPM UK Equity Plus Fund C Net AccumulationRegister 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 | 17.01 | -12.05 | 27.74 | -8.58 | 23.97 | -3.61 | 10.77 | 11.50 |
+/- Category | 5.38 | -2.24 | 8.39 | 0.52 | 6.00 | -1.54 | 2.57 | 3.66 |
+/- Category Index | - | - | - | - | - | - | 3.15 | 2.71 |
% Rank in Category | 4 | 87 | 5 | 34 | 3 | 68 | 13 | 3 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | 0.02 | 0.34 |
1 Week | 1.60 | 0.61 | 1.00 |
1 Month | 0.91 | 1.40 | 1.70 |
3 Months | 6.56 | 1.56 | 1.12 |
6 Months | 12.87 | 4.92 | 4.10 |
YTD | 12.63 | 5.19 | 4.32 |
1 Year | 22.43 | 8.51 | 7.42 |
3 Years Annualised | 8.72 | 2.78 | 1.29 |
5 Years Annualised | 8.10 | 3.06 | 2.81 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.61 | - | - | - |
2023 | 4.05 | -1.20 | 3.71 | 3.91 |
2022 | -0.86 | -8.56 | -2.41 | 8.95 |
2021 | 7.18 | 6.83 | 3.60 | 4.50 |
2020 | -24.12 | 11.48 | -1.38 | 9.59 |
2019 | 12.46 | 5.02 | 1.13 | 6.95 |
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