Jupiter Merlin Balanced Portfolio 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 | 10.42 | -3.00 | 12.49 | 3.24 | 13.60 | -3.87 | 7.65 | 3.61 |
+/- Category | 0.41 | 3.36 | -3.18 | -2.01 | 2.46 | 6.21 | -0.71 | -2.36 |
+/- Category Index | - | - | - | -1.28 | 1.34 | 3.40 | -3.02 | -3.43 |
% Rank in Category | 43 | 10 | 87 | 66 | 22 | 6 | 61 | 89 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.32 | 0.46 |
1 Week | -0.12 | -0.42 | -0.38 |
1 Month | 1.43 | -0.15 | 0.33 |
3 Months | 1.48 | -1.01 | -2.43 |
6 Months | 5.63 | -1.88 | -2.98 |
YTD | 3.86 | -2.60 | -3.98 |
1 Year | 10.41 | -3.28 | -4.65 |
3 Years Annualised | 3.91 | 1.33 | -1.13 |
5 Years Annualised | 4.66 | 0.17 | -1.08 |
10 Years Annualised | 6.71 | 0.94 | -0.40 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.98 | 0.61 | - | - |
2023 | 2.63 | -1.14 | 1.17 | 4.87 |
2022 | -1.26 | -7.20 | 1.25 | 3.61 |
2021 | 2.91 | 5.00 | 1.67 | 3.41 |
2020 | -11.87 | 11.78 | 0.39 | 4.39 |
2019 | 5.98 | 5.21 | 1.81 | -0.90 |
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