Jupiter Merlin Growth Portfolio L AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 9.93 | -4.59 | 16.11 | 5.00 | 16.99 | -6.23 | 10.68 | 6.34 |
+/- Category | -2.77 | 2.61 | -1.94 | -1.90 | 3.42 | 3.57 | 1.25 | -1.34 |
+/- Category Index | - | - | - | -0.99 | 0.68 | -0.39 | -1.74 | -4.01 |
% Rank in Category | 89 | 13 | 69 | 61 | 17 | 19 | 39 | 80 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.13 | 1.10 | 0.27 |
1 Week | 2.04 | 0.06 | -0.29 |
1 Month | -1.16 | 0.97 | 0.33 |
3 Months | -1.70 | -0.37 | -1.71 |
6 Months | 3.40 | -1.23 | -4.13 |
YTD | 4.34 | -1.37 | -4.28 |
1 Year | 10.26 | -0.62 | -4.68 |
3 Years Annualised | 4.11 | 1.96 | -1.93 |
5 Years Annualised | 5.69 | 0.16 | -2.14 |
10 Years Annualised | 7.70 | 1.05 | -1.19 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.34 | -0.15 | - | - |
2023 | 2.92 | 0.55 | 2.85 | 3.98 |
2022 | -2.70 | -7.88 | 1.04 | 3.54 |
2021 | 3.14 | 5.63 | 2.65 | 4.61 |
2020 | -13.63 | 13.64 | 1.86 | 5.04 |
2019 | 7.66 | 5.66 | 2.49 | -0.41 |
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