JPM Multi-Asset Income Fund B - Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.30 | -6.04 | 12.51 | 1.23 | 9.22 | -12.03 | 6.82 | 2.06 |
+/- Category | 0.85 | -0.56 | 0.10 | -2.86 | 1.15 | -1.58 | -0.71 | -0.87 |
+/- Category Index | - | - | - | -4.06 | 1.22 | -2.78 | -2.44 | -1.57 |
% Rank in Category | 35 | 65 | 46 | 73 | 34 | 73 | 60 | 77 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.35 | -0.22 |
1 Week | 0.98 | 0.32 | -0.13 |
1 Month | -1.75 | -0.73 | -1.20 |
3 Months | 0.56 | -1.69 | -2.54 |
6 Months | 9.74 | 0.27 | -0.96 |
YTD | 0.27 | -1.11 | -2.36 |
1 Year | 4.09 | -2.16 | -4.66 |
3 Years Annualised | -0.73 | -1.35 | -2.91 |
5 Years Annualised | 1.70 | -0.99 | -2.26 |
10 Years Annualised | 2.74 | -1.04 | -2.65 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.06 | - | - | - |
2023 | 1.82 | 0.14 | -1.87 | 6.76 |
2022 | -3.32 | -8.81 | -4.80 | 4.80 |
2021 | 3.28 | 3.43 | 0.10 | 2.15 |
2020 | -16.40 | 9.05 | 2.74 | 8.07 |
2019 | 6.40 | 2.57 | 1.27 | 1.80 |
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