Jupiter Merlin Growth Portfolio Fund 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 | 9.93 | -4.60 | 16.11 | 5.00 | 16.99 | -6.23 | 10.68 | 5.33 |
+/- Category | -2.78 | 2.60 | -1.94 | -1.90 | 3.42 | 3.57 | 1.25 | -2.24 |
+/- Category Index | - | - | - | -0.98 | 0.67 | -0.39 | -1.73 | -4.03 |
% Rank in Category | 89 | 13 | 69 | 61 | 17 | 19 | 39 | 84 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | -0.15 | 0.13 |
1 Week | 0.24 | -0.17 | -0.02 |
1 Month | 1.39 | -0.33 | 0.04 |
3 Months | 1.20 | -1.97 | -3.26 |
6 Months | 6.94 | -2.33 | -3.94 |
YTD | 5.72 | -2.47 | -4.42 |
1 Year | 14.06 | -0.90 | -4.18 |
3 Years Annualised | 5.32 | 1.65 | -1.99 |
5 Years Annualised | 6.00 | 0.10 | -1.90 |
10 Years Annualised | 7.86 | 0.83 | -1.26 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.49 | -0.15 | - | - |
2023 | 2.92 | 0.55 | 2.85 | 3.99 |
2022 | -2.70 | -7.88 | 1.04 | 3.54 |
2021 | 3.14 | 5.64 | 2.64 | 4.61 |
2020 | -13.63 | 13.64 | 1.85 | 5.04 |
2019 | 7.66 | 5.66 | 2.50 | -0.41 |
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