JPM Multi-Asset Moderate Fund CRegister 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 | -0.48 | 12.94 | -11.37 | 9.72 | 7.09 | |||
+/- Category | -4.57 | 4.87 | -0.91 | 2.19 | 3.06 | |||
+/- Category Index | -5.77 | 4.94 | -2.11 | 0.45 | 2.14 | |||
% Rank in Category | 85 | 5 | 68 | 19 | 5 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.18 | 0.40 |
1 Week | 0.74 | 0.22 | 0.45 |
1 Month | 2.42 | 0.99 | 1.53 |
3 Months | 5.67 | 2.80 | 2.24 |
6 Months | 10.03 | 4.28 | 3.56 |
YTD | 8.86 | 4.01 | 3.10 |
1 Year | 15.40 | 4.97 | 3.22 |
3 Years Annualised | 3.30 | 2.17 | 0.62 |
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 | 4.16 | 2.81 | - | - |
2023 | 2.92 | 0.09 | -0.09 | 6.61 |
2022 | -3.45 | -7.94 | -4.71 | 4.64 |
2021 | 3.02 | 4.63 | 0.90 | 3.85 |
2020 | -15.26 | 5.43 | 2.55 | 8.62 |
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