Jupiter Merlin Income and Growth Select Fund I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.31 | -14.47 | 13.24 | -11.38 | 15.90 | -12.11 | 10.47 | 2.83 |
+/- Category | -0.69 | -8.10 | -2.43 | -16.63 | 4.76 | -2.03 | 2.10 | - |
+/- Category Index | - | - | - | -15.90 | 3.64 | -4.84 | -0.20 | - |
% Rank in Category | 61 | 100 | 81 | 100 | 9 | 77 | 22 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.52 | -0.67 | 0.04 |
1 Week | -0.56 | -1.07 | -0.22 |
1 Month | -1.22 | -0.55 | 0.02 |
3 Months | 1.69 | -1.72 | -2.27 |
6 Months | 10.04 | -2.06 | -1.97 |
YTD | 2.29 | -1.18 | -1.52 |
1 Year | 8.13 | -0.86 | -2.32 |
3 Years Annualised | 2.56 | 0.18 | -1.84 |
5 Years Annualised | 1.28 | -3.21 | -4.44 |
10 Years Annualised | 2.39 | -3.17 | -4.42 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.55 | - | - | - |
2023 | 3.53 | -0.48 | 2.13 | 4.98 |
2022 | -7.01 | -8.04 | 3.17 | -0.39 |
2021 | 2.30 | 6.29 | 1.99 | 4.50 |
2020 | -23.40 | 8.02 | -5.36 | 13.17 |
2019 | 5.41 | 2.55 | -0.07 | 4.83 |
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