Jupiter Merlin Worldwide Portfolio Fund 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 | 10.91 | -3.92 | 14.47 | 8.46 | 14.72 | -8.15 | 12.35 | 5.37 |
+/- Category | -1.67 | 2.79 | -4.57 | -2.12 | -3.33 | 1.20 | -0.41 | -4.52 |
+/- Category Index | -2.21 | -0.41 | -7.09 | -3.79 | -4.94 | -0.43 | -2.89 | -6.86 |
% Rank in Category | 71 | 28 | 86 | 66 | 74 | 40 | 58 | 85 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.42 | 0.11 | 0.35 |
1 Week | 0.32 | 0.00 | 0.22 |
1 Month | 1.15 | -0.20 | -0.34 |
3 Months | 0.37 | -3.07 | -4.95 |
6 Months | 6.67 | -4.41 | -6.45 |
YTD | 5.72 | -4.90 | -7.22 |
1 Year | 14.81 | -3.51 | -7.45 |
3 Years Annualised | 4.71 | -1.87 | -4.17 |
5 Years Annualised* | 5.80 | -2.62 | -4.55 |
10 Years Annualised* | 8.20 | -1.63 | -3.65 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.41 | -0.98 | - | - |
2023 | 2.81 | 1.08 | 3.09 | 4.88 |
2022 | -3.47 | -9.46 | 3.30 | 1.74 |
2021 | 3.06 | 5.24 | 2.60 | 3.10 |
2020 | -13.18* | 15.48* | 2.93 | 5.11 |
2019 | 7.75* | 5.73* | 2.18* | -1.67* |
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