Jupiter Merlin Income Portfolio Fund L AccRegister 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 | 7.78 | -4.06 | 12.28 | 2.14 | 10.30 | -7.24 | 5.18 | 1.88 |
+/- Category | 0.33 | 1.42 | -0.14 | -1.94 | 2.24 | 3.22 | -2.35 | -1.05 |
+/- Category Index | - | - | - | -3.15 | 2.31 | 2.02 | -4.09 | -1.74 |
% Rank in Category | 43 | 26 | 51 | 66 | 22 | 19 | 82 | 80 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.14 | -0.43 |
1 Week | -0.15 | -0.82 | -1.27 |
1 Month | -0.63 | 0.38 | -0.08 |
3 Months | 1.12 | -1.12 | -1.97 |
6 Months | 6.86 | -2.61 | -3.84 |
YTD | 0.98 | -0.40 | -1.65 |
1 Year | 3.71 | -2.54 | -5.04 |
3 Years Annualised | 1.53 | 0.91 | -0.65 |
5 Years Annualised | 3.02 | 0.34 | -0.93 |
10 Years Annualised | 3.72 | -0.06 | -1.67 |
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 | 1.88 | - | - | - |
2023 | 1.50 | -1.54 | 1.03 | 4.17 |
2022 | -3.09 | -5.29 | -2.81 | 3.99 |
2021 | 1.26 | 4.01 | 1.05 | 3.64 |
2020 | -10.83 | 9.69 | 0.39 | 4.01 |
2019 | 5.28 | 3.99 | 1.76 | 0.78 |
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