Jupiter Merlin Income and Growth Select Fund L AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 12.42 | -12.00 | 15.10 | -12.65 | 9.79 | 4.75 | ||
+/- Category | -3.25 | -17.25 | 3.96 | -2.57 | 1.42 | -1.76 | ||
+/- Category Index | - | -16.52 | 2.84 | -5.39 | -0.88 | -3.57 | ||
% Rank in Category | 87 | 100 | 11 | 80 | 28 | 87 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 0.46 | 0.61 |
1 Week | 1.52 | 0.04 | -0.50 |
1 Month | -0.61 | 0.09 | -0.30 |
3 Months | -0.94 | -1.08 | -1.85 |
6 Months | 3.23 | -2.28 | -3.29 |
YTD | 3.53 | -2.18 | -4.09 |
1 Year | 9.32 | -1.88 | -4.24 |
3 Years Annualised | 0.74 | -1.05 | -3.52 |
5 Years Annualised | 1.59 | -2.96 | -4.45 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.36 | -0.09 | - | - |
2023 | 3.33 | -0.61 | 2.01 | 4.79 |
2022 | -7.15 | -8.17 | 3.02 | -0.56 |
2021 | 2.12 | 6.12 | 1.82 | 4.31 |
2020 | -23.53 | 7.80 | -5.52 | 12.98 |
2019 | 5.22 | 2.37 | -0.26 | 4.65 |
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