JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | ||
Price Return | -5.02 | 7.73 | 17.76 | 2.15 | -12.42 | 6.51 | 3.81 | |
+/- Category | 0.83 | 1.50 | 9.62 | -0.48 | -4.41 | 0.70 | 1.05 | |
+/- Category Index | - | - | 7.66 | -2.45 | -5.11 | -1.89 | -0.79 | |
% Rank in Category | 39 | 36 | 4 | 55 | 90 | 42 | 32 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.02 | 0.84 | 0.42 |
1 Week | 1.49 | 0.97 | 0.55 |
1 Month | 0.83 | 0.88 | 0.26 |
3 Months | 1.92 | 2.29 | 1.14 |
6 Months | 5.74 | 2.10 | 0.25 |
YTD | 5.27 | 2.28 | 0.49 |
1 Year | 11.60 | 3.92 | 1.30 |
3 Years Annualised | -0.46 | -0.29 | -2.44 |
5 Years Annualised | 2.39 | 0.99 | -0.74 |
10 Years Annualised | - | - | - |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.45 | 0.61 | - | - |
2023 | 2.08 | -1.07 | -1.64 | 7.22 |
2022 | -4.69 | -8.35 | -2.29 | 2.62 |
2021 | -3.06 | 4.18 | 0.29 | 0.86 |
2020 | -5.61 | 11.36 | 4.65 | 7.04 |
2019 | 2.48 | 6.74 | 0.29 | -1.80 |
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