Jupiter Merlin Income 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 | 7.72 | -4.03 | 12.15 | 2.30 | 10.56 | -6.97 | 5.52 | 4.66 |
+/- Category | 0.28 | 1.45 | -0.26 | -1.78 | 2.49 | 3.49 | -2.01 | -0.40 |
+/- Category Index | - | - | - | -2.99 | 2.56 | 2.29 | -3.75 | -1.70 |
% Rank in Category | 44 | 26 | 52 | 65 | 19 | 17 | 78 | 61 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.71 | 1.56 | 1.37 |
1 Week | 2.50 | 1.38 | 0.84 |
1 Month | 1.18 | 1.68 | 0.81 |
3 Months | 1.41 | 0.90 | -0.26 |
6 Months | 5.54 | 1.04 | -0.31 |
YTD | 4.72 | 0.55 | -1.51 |
1 Year | 9.63 | 0.43 | -2.38 |
3 Years Annualised | 1.83 | 1.35 | -0.43 |
5 Years Annualised* | 3.39 | 0.45 | -0.70 |
10 Years Annualised* | 4.09 | 0.07 | -1.41 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.97 | 1.05 | - | - |
2023 | 1.58 | -1.47 | 1.12 | 4.26 |
2022 | -3.03 | -5.23 | -2.73 | 4.08 |
2021 | 1.31 | 4.07 | 1.10 | 3.71 |
2020 | -10.82* | 9.72* | 0.45 | 4.09 |
2019 | 5.30* | 3.86* | 1.76* | 0.78* |
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