JPM Multi-Asset Moderate Fund X2Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | -0.29 | 13.19 | -11.05 | 10.12 | 7.26 | |||
+/- Category | -4.37 | 5.12 | -0.60 | 2.59 | 3.23 | |||
+/- Category Index | -5.58 | 5.20 | -1.80 | 0.85 | 2.31 | |||
% Rank in Category | 84 | 4 | 64 | 17 | 4 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.17 | 0.40 |
1 Week | 0.73 | 0.21 | 0.44 |
1 Month | 2.47 | 1.04 | 1.59 |
3 Months | 5.77 | 2.90 | 2.34 |
6 Months | 10.17 | 4.43 | 3.70 |
YTD | 9.01 | 4.16 | 3.25 |
1 Year | 15.80 | 5.37 | 3.62 |
3 Years Annualised | 3.62 | 2.49 | 0.94 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.20 | 2.94 | - | - |
2023 | 2.99 | 0.19 | 0.00 | 6.72 |
2022 | -3.26 | -7.97 | -4.59 | 4.71 |
2021 | 3.01 | 4.80 | 0.99 | 3.83 |
2020 | -15.28 | 5.48 | 2.62 | 8.73 |
2019 | - | - | - | 3.30 |
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