JPMorgan Investment Funds - Global Balanced Fund C (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 | 15.17 | -5.22 | 7.51 | 17.51 | 1.93 | -12.60 | 6.29 | 3.98 |
+/- Category | 6.56 | 0.62 | 1.28 | 9.37 | -0.70 | -4.59 | 0.48 | 1.28 |
+/- Category Index | - | - | - | 7.41 | -2.67 | -5.29 | -2.11 | 0.15 |
% Rank in Category | 4 | 42 | 38 | 4 | 58 | 91 | 45 | 28 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | -0.06 | 0.20 |
1 Week | 0.19 | -0.08 | 0.22 |
1 Month | 1.58 | 0.53 | 0.69 |
3 Months | 2.88 | 1.37 | 1.27 |
6 Months | 5.64 | 1.29 | 0.51 |
YTD | 4.49 | 1.19 | 0.31 |
1 Year | 9.22 | 0.53 | -1.66 |
3 Years Annualised | -0.57 | -0.89 | -2.73 |
5 Years Annualised | 2.39 | 0.60 | -1.13 |
10 Years Annualised | 4.89 | 0.95 | -0.97 |
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 | 3.40 | 0.56 | - | - |
2023 | 2.04 | -1.12 | -1.69 | 7.16 |
2022 | -4.74 | -8.40 | -2.35 | 2.57 |
2021 | -3.11 | 4.12 | 0.23 | 0.80 |
2020 | -5.66 | 11.30 | 4.60 | 6.99 |
2019 | 2.43 | 6.67 | 0.24 | -1.85 |
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