Jupiter Merlin Growth Portfolio 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 | 9.93 | -4.60 | 16.11 | 5.19 | 17.34 | -5.90 | 11.12 | 6.95 |
+/- Category | -2.78 | 2.60 | -1.94 | -1.71 | 3.78 | 3.90 | 1.69 | -0.73 |
+/- Category Index | - | - | - | -0.80 | 1.03 | -0.05 | -1.29 | -3.41 |
% Rank in Category | 89 | 13 | 69 | 58 | 14 | 17 | 31 | 71 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.13 | 0.55 | 0.73 |
1 Week | 2.05 | 0.39 | -0.42 |
1 Month | -1.12 | 0.44 | -0.03 |
3 Months | -1.60 | -0.94 | -1.83 |
6 Months | 3.61 | -1.87 | -3.31 |
YTD | 4.94 | -1.41 | -4.11 |
1 Year | 11.07 | -0.81 | -4.11 |
3 Years Annualised | 4.62 | 2.30 | -1.57 |
5 Years Annualised* | 6.08 | 0.44 | -2.19 |
10 Years Annualised* | 7.90 | 1.32 | -0.99 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.80 | -0.05 | - | - |
2023 | 3.02 | 0.65 | 2.95 | 4.09 |
2022 | -2.63 | -7.80 | 1.14 | 3.64 |
2021 | 3.22 | 5.71 | 2.72 | 4.69 |
2020 | -13.63* | 13.67* | 1.93 | 5.12 |
2019 | 7.66* | 5.66* | 2.50* | -0.41* |
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