Jupiter Merlin Income Portfolio L IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.72 | -4.03 | 12.28 | 2.16 | 10.30 | -7.25 | 5.18 | 4.48 |
+/- Category | 0.28 | 1.45 | -0.13 | -1.92 | 2.24 | 3.21 | -2.35 | -0.58 |
+/- Category Index | - | - | - | -3.13 | 2.31 | 2.01 | -4.09 | -1.88 |
% Rank in Category | 44 | 26 | 51 | 66 | 22 | 19 | 82 | 66 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.70 | 1.56 | 1.10 |
1 Week | 2.50 | 1.38 | 1.10 |
1 Month | 1.15 | 1.65 | 1.12 |
3 Months | 1.34 | 0.82 | -0.12 |
6 Months | 5.39 | 0.89 | -0.81 |
YTD | 4.52 | 0.36 | -1.35 |
1 Year | 9.30 | 0.10 | -2.39 |
3 Years Annualised | 1.52 | 1.04 | -0.62 |
5 Years Annualised | 3.15 | 0.21 | -0.73 |
10 Years Annualised | 4.02 | 0.01 | -1.47 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.88 | 0.99 | - | - |
2023 | 1.51 | -1.54 | 1.02 | 4.18 |
2022 | -3.09 | -5.29 | -2.83 | 4.00 |
2021 | 1.26 | 4.01 | 1.05 | 3.64 |
2020 | -10.82 | 9.69 | 0.39 | 4.03 |
2019 | 5.30 | 3.98 | 1.76 | 0.78 |
|
Advertisement |