Jupiter Merlin Income 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 | 7.78 | -4.06 | 12.28 | 2.30 | 10.56 | -6.97 | 5.51 | 3.03 |
+/- Category | 0.33 | 1.42 | -0.14 | -1.78 | 2.49 | 3.49 | -2.02 | -1.00 |
+/- Category Index | - | - | - | -2.99 | 2.56 | 2.29 | -3.75 | -1.92 |
% Rank in Category | 43 | 26 | 51 | 65 | 19 | 17 | 78 | 75 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.17 | 0.40 |
1 Week | 0.30 | -0.23 | 0.01 |
1 Month | 1.35 | -0.08 | 0.47 |
3 Months | 2.39 | -0.48 | -1.04 |
6 Months | 4.81 | -0.93 | -1.66 |
YTD | 3.83 | -1.02 | -1.93 |
1 Year | 9.41 | -1.03 | -2.78 |
3 Years Annualised | 1.95 | 0.82 | -0.73 |
5 Years Annualised* | 3.20 | 0.23 | -0.71 |
10 Years Annualised* | 4.03 | -0.02 | -1.53 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.96 | 1.05 | - | - |
2023 | 1.59 | -1.47 | 1.11 | 4.25 |
2022 | -3.03 | -5.23 | -2.73 | 4.07 |
2021 | 1.31 | 4.08 | 1.11 | 3.71 |
2020 | -10.83* | 9.72* | 0.45 | 4.09 |
2019 | 5.28* | 3.99* | 1.76* | 0.78* |
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