Jupiter Merlin Growth Portfolio 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 | 9.93 | -4.59 | 16.11 | 5.00 | 16.99 | -6.23 | 10.68 | 5.34 |
+/- Category | -2.77 | 2.61 | -1.94 | -1.90 | 3.42 | 3.57 | 1.25 | -0.13 |
+/- Category Index | - | - | - | -0.99 | 0.68 | -0.39 | -1.74 | -1.49 |
% Rank in Category | 89 | 13 | 69 | 61 | 17 | 19 | 39 | 60 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.73 | -0.58 |
1 Week | 1.38 | 0.45 | -0.79 |
1 Month | -0.96 | 0.07 | -1.00 |
3 Months | 5.17 | 0.28 | -0.83 |
6 Months | 11.96 | -0.68 | -4.01 |
YTD | 3.93 | -0.05 | -2.32 |
1 Year | 11.63 | 1.82 | -3.76 |
3 Years Annualised | 5.70 | 2.61 | -1.04 |
5 Years Annualised | 6.72 | 1.32 | -1.26 |
10 Years Annualised | 7.80 | 1.22 | -1.15 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.34 | - | - | - |
2023 | 2.92 | 0.55 | 2.85 | 3.98 |
2022 | -2.70 | -7.88 | 1.04 | 3.54 |
2021 | 3.14 | 5.63 | 2.65 | 4.61 |
2020 | -13.63 | 13.64 | 1.86 | 5.04 |
2019 | 7.66 | 5.66 | 2.49 | -0.41 |
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