Jupiter Merlin Income and Growth Select Fund I Inc

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearLowHigh1 star
10-YearLowHigh1 star
Overall*LowHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Merlin Income and Growth Select Fund I Inc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev7.95 %
3-Yr Mean Return3.05 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  MSCI Switzerland Small Cap NR CHF
3-Yr Beta0.660.42
3-Yr Alpha-0.920.34
 
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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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