JPMorgan Investment Funds - Global Balanced Fund A (dist) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 14.32 | -5.94 | 6.71 | 16.63 | 1.17 | -13.24 | 5.50 | 4.53 |
+/- Category | 5.71 | -0.09 | 0.48 | 8.49 | -1.45 | -5.24 | -0.31 | 1.18 |
+/- Category Index | - | - | - | 6.53 | -3.43 | -5.93 | -2.90 | -0.64 |
% Rank in Category | 5 | 52 | 47 | 4 | 66 | 93 | 57 | 29 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | -0.09 | 0.10 |
1 Week | 1.45 | 0.33 | 0.60 |
1 Month | -0.28 | -0.23 | -0.02 |
3 Months | 2.08 | 0.51 | 0.33 |
6 Months | 2.91 | 0.51 | -0.75 |
YTD | 4.65 | 0.79 | -0.59 |
1 Year | 10.20 | 1.75 | 0.09 |
3 Years Annualised | -1.47 | -1.58 | -3.57 |
5 Years Annualised | 2.04 | 0.07 | -1.63 |
10 Years Annualised | 3.99 | 0.27 | -1.68 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.20 | 0.37 | - | - |
2023 | 1.85 | -1.31 | -1.87 | 6.95 |
2022 | -4.92 | -8.56 | -2.53 | 2.38 |
2021 | -3.29 | 3.93 | 0.04 | 0.62 |
2020 | -5.84 | 11.09 | 4.40 | 6.80 |
2019 | 2.24 | 6.47 | 0.05 | -2.03 |
|
Advertisement |