Jupiter Merlin Growth Portfolio Fund J 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 | 9.93 | -4.60 | 16.11 | 5.19 | 17.34 | -5.90 | 11.12 | 4.74 |
+/- Category | -2.78 | 2.60 | -1.94 | -1.71 | 3.78 | 3.90 | 1.69 | 0.02 |
+/- Category Index | - | - | - | -0.80 | 1.03 | -0.05 | -1.29 | -0.68 |
% Rank in Category | 89 | 13 | 69 | 58 | 14 | 17 | 31 | 53 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | -0.60 | -0.15 |
1 Week | 0.04 | -0.95 | -0.64 |
1 Month | 3.48 | -0.25 | -1.10 |
3 Months | 4.04 | -1.66 | -2.24 |
6 Months | 11.71 | -0.45 | -2.26 |
YTD | 7.01 | -0.58 | -2.22 |
1 Year | 15.33 | 1.20 | -2.93 |
3 Years Annualised | 7.34 | 2.38 | -0.87 |
5 Years Annualised* | 7.70 | 1.09 | -1.12 |
10 Years Annualised* | 8.27 | 1.37 | -0.84 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.80 | - | - | - |
2023 | 3.02 | 0.65 | 2.95 | 4.09 |
2022 | -2.63 | -7.80 | 1.14 | 3.64 |
2021 | 3.22 | 5.71 | 2.72 | 4.69 |
2020 | -13.63* | 13.67* | 1.93 | 5.12 |
2019 | 7.66* | 5.66* | 2.50* | -0.41* |
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