Jupiter Merlin Income and Growth Select Fund J IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 8.49 | -15.06 | 12.40 | -11.84 | 15.43 | -12.39 | 10.13 | 5.00 |
+/- Category | -1.51 | -8.70 | -3.27 | -17.08 | 4.29 | -2.31 | 1.77 | -1.50 |
+/- Category Index | - | - | - | -16.35 | 3.16 | -5.12 | -0.53 | -3.31 |
% Rank in Category | 75 | 100 | 87 | 100 | 10 | 79 | 25 | 83 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 0.94 | 0.29 |
1 Week | 1.53 | -0.06 | -0.33 |
1 Month | -0.57 | 0.67 | 0.12 |
3 Months | -0.86 | -0.38 | -1.53 |
6 Months | 3.44 | -1.30 | -3.53 |
YTD | 3.80 | -1.33 | -3.41 |
1 Year | 9.73 | -0.52 | -3.51 |
3 Years Annualised | 1.07 | -0.52 | -3.05 |
5 Years Annualised* | 1.87 | -2.56 | -3.85 |
10 Years Annualised* | 2.08 | -3.52 | -4.89 |
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 | 3.46 | 0.03 | - | - |
2023 | 3.43 | -0.53 | 2.06 | 4.89 |
2022 | -7.10 | -8.11 | 3.10 | -0.45 |
2021 | 2.20 | 6.19 | 1.89 | 4.40 |
2020 | -23.53* | 7.86* | -5.45 | 13.05 |
2019 | 5.22* | 2.36* | -0.26* | 4.65* |
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