Jupiter Merlin Conservative Select J Class Income UnitsRegister 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 | 5.82 | -2.82 | 10.53 | 5.95 | 3.25 | -11.59 | 8.15 | 2.63 |
+/- Category | 0.95 | 1.06 | 1.45 | 2.12 | -0.20 | -1.31 | 1.87 | 0.08 |
+/- Category Index | - | - | - | 0.78 | -0.45 | -0.52 | 0.42 | -0.14 |
% Rank in Category | 31 | 27 | 28 | 22 | 60 | 66 | 15 | 45 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | -0.24 | -0.07 |
1 Week | -0.06 | -0.52 | -0.36 |
1 Month | 1.00 | -0.05 | 0.35 |
3 Months | 2.48 | 0.14 | -0.46 |
6 Months | 3.50 | -0.56 | -0.81 |
YTD | 3.24 | 0.01 | -0.34 |
1 Year | 11.29 | 2.71 | 2.02 |
3 Years Annualised | -0.35 | -0.15 | -0.63 |
5 Years Annualised* | 1.92 | 0.42 | 0.04 |
10 Years Annualised* | 2.96 | 0.14 | -0.78 |
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 | 2.27 | 0.35 | - | - |
2023 | 2.78 | -2.80 | 1.22 | 6.95 |
2022 | -3.50 | -7.66 | -4.37 | 3.75 |
2021 | -0.71 | 3.12 | -0.18 | 1.03 |
2020 | -7.05* | 9.29* | 0.79 | 3.48 |
2019 | 4.00* | 3.72* | 2.43* | 0.04* |
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