Jupiter Merlin Worldwide Portfolio L IncRegister 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 | 8.25 | 14.38 | -8.46 | 11.91 | 5.29 |
+/- Category | -1.66 | 2.79 | -4.57 | -2.34 | -3.67 | 0.88 | -0.85 | -4.60 |
+/- Category Index | -2.21 | -0.41 | -7.09 | -4.00 | -5.28 | -0.75 | -3.34 | -6.94 |
% Rank in Category | 71 | 28 | 86 | 67 | 76 | 44 | 61 | 86 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.42 | 0.11 | 0.34 |
1 Week | 0.32 | -0.01 | 0.21 |
1 Month | 1.12 | -0.24 | -0.37 |
3 Months | 0.27 | -3.17 | -5.05 |
6 Months | 6.59 | -4.49 | -6.53 |
YTD | 5.62 | -5.00 | -7.32 |
1 Year | 14.49 | -3.83 | -7.77 |
3 Years Annualised | 4.37 | -2.21 | -4.51 |
5 Years Annualised | 5.52 | -2.90 | -4.83 |
10 Years Annualised | 8.06 | -1.77 | -3.79 |
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 | 6.44 | -1.08 | - | - |
2023 | 2.71 | 0.98 | 2.99 | 4.77 |
2022 | -3.54 | -9.53 | 3.20 | 1.64 |
2021 | 2.99 | 5.16 | 2.52 | 3.02 |
2020 | -13.18 | 15.43 | 2.85 | 5.03 |
2019 | 7.74 | 5.73 | 2.18 | -1.67 |
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