Jupiter Merlin Income Portfolio Fund L 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 | 7.78 | -4.06 | 12.28 | 2.14 | 10.30 | -7.24 | 5.18 | 2.87 |
+/- Category | 0.33 | 1.42 | -0.14 | -1.94 | 2.24 | 3.22 | -2.35 | -1.16 |
+/- Category Index | - | - | - | -3.15 | 2.31 | 2.02 | -4.09 | -2.08 |
% Rank in Category | 43 | 26 | 51 | 66 | 22 | 19 | 82 | 77 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.17 | 0.40 |
1 Week | 0.29 | -0.23 | 0.01 |
1 Month | 1.32 | -0.11 | 0.44 |
3 Months | 2.31 | -0.56 | -1.12 |
6 Months | 4.64 | -1.10 | -1.82 |
YTD | 3.65 | -1.20 | -2.11 |
1 Year | 9.06 | -1.38 | -3.13 |
3 Years Annualised | 1.65 | 0.52 | -1.03 |
5 Years Annualised | 2.96 | -0.01 | -0.95 |
10 Years Annualised | 3.97 | -0.09 | -1.59 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.88 | 0.97 | - | - |
2023 | 1.50 | -1.54 | 1.03 | 4.17 |
2022 | -3.09 | -5.29 | -2.81 | 3.99 |
2021 | 1.26 | 4.01 | 1.05 | 3.64 |
2020 | -10.83 | 9.69 | 0.39 | 4.01 |
2019 | 5.28 | 3.99 | 1.76 | 0.78 |
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