JPMorgan Investment Funds - Global Balanced Fund A (acc) - EURRegister 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 | 14.31 | -5.94 | 6.71 | 16.63 | 1.18 | -13.23 | 5.51 | 3.59 |
+/- Category | 5.70 | -0.09 | 0.47 | 8.49 | -1.45 | -5.23 | -0.30 | 0.89 |
+/- Category Index | - | - | - | 6.53 | -3.42 | -5.92 | -2.89 | -0.24 |
% Rank in Category | 5 | 52 | 47 | 4 | 66 | 93 | 57 | 35 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | -0.07 | 0.18 |
1 Week | 0.18 | -0.09 | 0.07 |
1 Month | 1.52 | 0.47 | 0.77 |
3 Months | 2.69 | 1.18 | 0.37 |
6 Months | 5.24 | 0.89 | 0.12 |
YTD | 4.07 | 0.77 | -0.12 |
1 Year | 8.41 | -0.29 | -2.11 |
3 Years Annualised | -1.30 | -1.62 | -3.59 |
5 Years Annualised | 1.64 | -0.16 | -1.77 |
10 Years Annualised | 4.11 | 0.17 | -1.77 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.21 | 0.37 | - | - |
2023 | 1.85 | -1.30 | -1.87 | 6.96 |
2022 | -4.91 | -8.57 | -2.53 | 2.39 |
2021 | -3.29 | 3.93 | 0.04 | 0.62 |
2020 | -5.83 | 11.09 | 4.40 | 6.79 |
2019 | 2.24 | 6.47 | 0.05 | -2.03 |
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