Jupiter Merlin Income and Growth Select Fund I Inc

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Growth Of 1000 (GBP) 30/04/2024
Fund:  Jupiter Merlin Income and Growth Select Fund I Inc
Category:  GBP Allocation 60-80% Equity
Category Index:  Morningstar UK Mod Adv Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/04/2024
 201720182019202020212022202330/04
Price Return9.31-14.4713.24-11.3815.90-12.1110.472.83
+/- Category-0.69-8.10-2.43-16.634.76-2.032.10-0.59
+/- Category Index----15.903.64-4.84-0.20-0.98
% Rank in Category61100811009772272
Trailing Returns (GBP)23/05/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-0.01   0.080.31
1 Week-0.67   -0.220.22
1 Month2.00   -0.690.10
3 Months3.08   -1.10-0.83
6 Months9.39   -0.53-0.79
YTD4.81   -0.84-1.33
1 Year10.78   0.15-2.39
3 Years Annualised3.31   -0.10-2.12
5 Years Annualised2.20   -2.90-4.21
10 Years Annualised2.68   -3.01-4.27
 
Quarterly Returns (GBP)30/04/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20243.55---
20233.53-0.482.134.98
2022-7.01-8.043.17-0.39
20212.306.291.994.50
2020-23.408.02-5.3613.17
20195.412.55-0.074.83
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 2031 Mar 2131 Mar 2231 Mar 2331 Mar 24
-17.7118.355.36-2.1610.49
 
 
 
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* This share class has performance data calculated prior to the inception date, 2012-09-17. This is based upon a simulated/extended track record, using the track record of Jupiter Merlin Income & Growth Sel L INC (ISIN: GB0004792684), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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