JPM UK Equity Plus Fund C Perf 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 | 16.87 | -11.73 | 27.50 | -8.10 | 23.68 | -3.30 | 11.08 | 12.15 |
+/- Category | 5.23 | -1.92 | 8.15 | 1.00 | 5.71 | -1.23 | 2.87 | 5.13 |
+/- Category Index | - | - | - | - | - | - | 3.46 | 4.86 |
% Rank in Category | 4 | 83 | 5 | 29 | 4 | 67 | 12 | 1 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | 0.16 | 0.83 |
1 Week | 0.42 | -0.03 | 0.32 |
1 Month | 3.40 | 1.46 | 2.33 |
3 Months | 5.65 | 0.95 | 1.38 |
6 Months | 13.54 | 3.68 | 3.50 |
YTD | 13.00 | 5.11 | 4.86 |
1 Year | 23.84 | 9.61 | 8.88 |
3 Years Annualised | 9.26 | 2.93 | 1.41 |
5 Years Annualised | 8.05 | 3.26 | 3.08 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.47 | 5.33 | - | - |
2023 | 4.07 | -1.08 | 3.78 | 3.97 |
2022 | -0.74 | -8.55 | -2.32 | 9.06 |
2021 | 7.05 | 6.71 | 3.58 | 4.53 |
2020 | -24.09 | 11.43 | 0.46 | 8.16 |
2019 | 12.47 | 4.85 | 1.19 | 6.85 |
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