Jupiter Merlin Balanced Portfolio 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 | 10.43 | -2.99 | 12.44 | 2.87 | 13.61 | -3.88 | 9.15 | 5.07 |
+/- Category | 0.42 | 3.38 | -3.23 | -2.38 | 2.46 | 6.20 | 0.79 | -0.90 |
+/- Category Index | - | - | - | -1.65 | 1.34 | 3.39 | -1.51 | -1.98 |
% Rank in Category | 43 | 10 | 87 | 69 | 22 | 6 | 38 | 72 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.16 | 0.46 |
1 Week | -0.12 | -0.54 | -0.38 |
1 Month | 1.43 | -0.09 | 0.33 |
3 Months | 1.47 | -1.58 | -2.44 |
6 Months | 7.11 | -0.57 | -1.50 |
YTD | 5.31 | -1.35 | -2.52 |
1 Year | 11.96 | -0.91 | -3.10 |
3 Years Annualised | 4.87 | 2.20 | -0.16 |
5 Years Annualised | 5.16 | 0.60 | -0.58 |
10 Years Annualised | 6.96 | 1.18 | -0.15 |
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 | 4.44 | 0.61 | - | - |
2023 | 4.06 | -1.13 | 1.17 | 4.87 |
2022 | -1.26 | -7.21 | 1.25 | 3.61 |
2021 | 2.91 | 4.99 | 1.67 | 3.41 |
2020 | -12.07 | 11.65 | 0.39 | 4.38 |
2019 | 5.99 | 5.19 | 1.82 | -0.95 |
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