Jupiter Merlin Balanced Portfolio 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 | 10.43 | -2.99 | 12.44 | 3.00 | 13.91 | -3.59 | 9.47 | 6.41 |
+/- Category | 0.42 | 3.38 | -3.23 | -2.25 | 2.77 | 6.49 | 1.11 | -0.09 |
+/- Category Index | - | - | - | -1.52 | 1.64 | 3.68 | -1.19 | -1.90 |
% Rank in Category | 43 | 10 | 87 | 68 | 19 | 6 | 33 | 54 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.02 | 0.96 | 0.31 |
1 Week | 1.90 | 0.31 | 0.04 |
1 Month | -0.14 | 1.10 | 0.55 |
3 Months | -0.73 | -0.25 | -1.41 |
6 Months | 5.71 | 0.96 | -1.27 |
YTD | 4.99 | -0.14 | -2.22 |
1 Year | 10.20 | -0.06 | -3.04 |
3 Years Annualised | 4.37 | 2.78 | 0.25 |
5 Years Annualised* | 5.42 | 0.99 | -0.30 |
10 Years Annualised* | 6.99 | 1.39 | 0.02 |
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 | 4.53 | 0.69 | - | - |
2023 | 4.13 | -1.05 | 1.25 | 4.94 |
2022 | -1.19 | -7.13 | 1.32 | 3.70 |
2021 | 2.97 | 5.07 | 1.74 | 3.49 |
2020 | -12.07* | 11.64* | 0.44 | 4.47 |
2019 | 5.99* | 5.19* | 1.82* | -0.95* |
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