Jupiter Merlin Monthly Income Select 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 | 3.82 | -5.60 | 8.59 | 1.42 | 3.78 | -14.89 | 9.28 | 1.26 |
+/- Category | -1.05 | -1.72 | -0.49 | -2.42 | 0.33 | -4.61 | 3.00 | -1.28 |
+/- Category Index | - | - | - | -3.75 | 0.08 | -3.82 | 1.55 | -1.51 |
% Rank in Category | 71 | 86 | 58 | 81 | 50 | 90 | 4 | 86 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.19 | 0.37 |
1 Week | 0.27 | -0.19 | -0.03 |
1 Month | 0.97 | -0.08 | 0.32 |
3 Months | 1.94 | -0.41 | -1.00 |
6 Months | 3.25 | -0.81 | -1.05 |
YTD | 2.34 | -0.90 | -1.25 |
1 Year | 9.08 | 0.51 | -0.18 |
3 Years Annualised | -1.09 | -0.90 | -1.37 |
5 Years Annualised | 0.54 | -0.96 | -1.34 |
10 Years Annualised | 1.93 | -0.90 | -1.82 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.06 | 0.19 | - | - |
2023 | 2.56 | -0.30 | 1.11 | 5.71 |
2022 | -6.02 | -7.26 | -2.01 | -0.34 |
2021 | 1.49 | 0.91 | 0.53 | 0.80 |
2020 | -7.99 | 5.49 | -0.76 | 5.29 |
2019 | 3.10 | 2.52 | 1.47 | 1.24 |
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