Jupiter Merlin Monthly Income Select Fund J AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 3.81 | -5.64 | 8.58 | 1.60 | 4.09 | -14.59 | 9.72 | 1.47 |
+/- Category | -1.05 | -1.77 | -0.50 | -2.23 | 0.64 | -4.31 | 3.43 | -1.07 |
+/- Category Index | - | - | - | -3.57 | 0.39 | -3.52 | 1.98 | -1.30 |
% Rank in Category | 71 | 86 | 59 | 81 | 45 | 89 | 3 | 82 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.20 | 0.38 |
1 Week | 0.28 | -0.18 | -0.02 |
1 Month | 1.00 | -0.05 | 0.35 |
3 Months | 2.07 | -0.27 | -0.87 |
6 Months | 3.47 | -0.59 | -0.84 |
YTD | 2.57 | -0.66 | -1.01 |
1 Year | 9.53 | 0.95 | 0.26 |
3 Years Annualised | -0.72 | -0.53 | -1.00 |
5 Years Annualised* | 0.83 | -0.67 | -1.05 |
10 Years Annualised* | 2.07 | -0.75 | -1.68 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.16 | 0.31 | - | - |
2023 | 2.67 | -0.20 | 1.22 | 5.79 |
2022 | -5.95 | -7.19 | -1.92 | -0.25 |
2021 | 1.56 | 1.00 | 0.60 | 0.87 |
2020 | -7.98* | 5.51* | -0.69 | 5.38 |
2019 | 3.10* | 2.52* | 1.47* | 1.23* |
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