Jupiter Merlin Income I AccRegister 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 | 8.43 | -3.50 | 12.95 | 2.78 | 10.95 | -6.68 | 5.81 | 1.78 |
+/- Category | 0.98 | 1.98 | 0.54 | -1.30 | 2.88 | 3.78 | -1.72 | -0.11 |
+/- Category Index | - | - | - | -2.51 | 2.96 | 2.58 | -3.46 | -0.40 |
% Rank in Category | 33 | 15 | 40 | 61 | 17 | 15 | 74 | 57 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.94 | 0.54 | 0.67 |
1 Week | 1.07 | 0.33 | 0.33 |
1 Month | 1.54 | 1.65 | 1.02 |
3 Months | 3.48 | 1.56 | 0.49 |
6 Months | 8.40 | -0.63 | -1.04 |
YTD | 2.87 | 0.86 | -0.58 |
1 Year | 5.37 | -3.01 | -4.21 |
3 Years Annualised | 2.36 | 2.01 | -0.08 |
5 Years Annualised | 4.11 | 1.28 | -0.16 |
10 Years Annualised | 4.48 | 1.05 | -0.97 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.03 | - | - | - |
2023 | 1.66 | -1.40 | 1.18 | 4.33 |
2022 | -2.94 | -5.15 | -2.67 | 4.15 |
2021 | 1.39 | 4.17 | 1.19 | 3.81 |
2020 | -10.69 | 9.86 | 0.54 | 4.19 |
2019 | 5.44 | 4.14 | 1.92 | 0.93 |
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