Jupiter Merlin Income and Growth Select Fund J AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2019* | 2020* | 2021 | 2022 | 2023 | 30/06 | |||
Price Return | 12.42 | -11.87 | 15.42 | -12.41 | 10.13 | 3.48 | ||
+/- Category | -3.25 | -17.12 | 4.28 | -2.32 | 1.77 | -2.49 | ||
+/- Category Index | - | -16.39 | 3.16 | -5.14 | -0.53 | -3.56 | ||
% Rank in Category | 87 | 100 | 10 | 79 | 25 | 90 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.10 | 0.40 |
1 Week | 0.23 | -0.19 | -0.03 |
1 Month | 1.51 | -0.02 | 0.41 |
3 Months | 2.21 | -0.84 | -1.70 |
6 Months | 5.34 | -2.33 | -3.26 |
YTD | 4.68 | -1.98 | -3.15 |
1 Year | 12.24 | -0.63 | -2.82 |
3 Years Annualised | 2.09 | -0.58 | -2.95 |
5 Years Annualised* | 1.31 | -3.25 | -4.43 |
10 Years Annualised* | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.46 | 0.02 | - | - |
2023 | 3.43 | -0.54 | 2.07 | 4.88 |
2022 | -7.10 | -8.11 | 3.10 | -0.48 |
2021 | 2.19 | 6.20 | 1.89 | 4.38 |
2020 | -23.53* | 7.82* | -5.46 | 13.07 |
2019 | 5.22* | 2.37* | -0.26* | 4.65* |
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