Jupiter Merlin Monthly Income Select Fund J IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 3.82 | -5.60 | 8.59 | 1.59 | 4.08 | -14.58 | 9.71 | 0.72 |
+/- Category | -1.05 | -1.72 | -0.49 | -2.24 | 0.64 | -4.30 | 3.42 | -0.66 |
+/- Category Index | - | - | - | -3.57 | 0.39 | -3.51 | 1.97 | -1.05 |
% Rank in Category | 71 | 86 | 58 | 81 | 46 | 89 | 3 | 73 |
Trailing Returns (GBP) | 21/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | 0.14 | 0.26 |
1 Week | 0.46 | 0.03 | 0.26 |
1 Month | 0.20 | -0.05 | -0.42 |
3 Months | 0.93 | -0.56 | -0.62 |
6 Months | 2.98 | -0.07 | -0.25 |
YTD | 2.02 | -0.60 | -1.11 |
1 Year | 8.91 | 1.14 | 0.19 |
3 Years Annualised | -0.95 | -0.84 | -1.36 |
5 Years Annualised* | 0.74 | -0.78 | -1.25 |
10 Years Annualised* | 2.01 | -0.73 | -1.67 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.16 | - | - | - |
2023 | 2.67 | -0.21 | 1.20 | 5.81 |
2022 | -5.96 | -7.17 | -1.92 | -0.23 |
2021 | 1.55 | 1.01 | 0.58 | 0.88 |
2020 | -7.99* | 5.51* | -0.69 | 5.38 |
2019 | 3.10* | 2.52* | 1.47* | 1.24* |
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