Jupiter Merlin Balanced Portfolio I 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 | 11.26 | -2.28 | 13.29 | 3.58 | 14.38 | -3.25 | 9.77 | 2.63 |
+/- Category | 1.25 | 4.08 | -2.38 | -1.66 | 3.23 | 6.83 | 1.40 | -0.81 |
+/- Category Index | - | - | - | -0.94 | 2.11 | 4.01 | -0.90 | -1.18 |
% Rank in Category | 30 | 7 | 80 | 63 | 16 | 6 | 28 | 77 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.77 | -0.32 |
1 Week | -0.37 | -0.14 | -1.12 |
1 Month | -1.28 | -0.23 | -1.04 |
3 Months | 2.53 | -0.64 | -1.29 |
6 Months | 8.71 | -2.58 | -1.84 |
YTD | 1.97 | -0.99 | -2.43 |
1 Year | 6.39 | -1.79 | -5.00 |
3 Years Annualised | 5.16 | 2.98 | 0.56 |
5 Years Annualised | 6.09 | 1.77 | 0.13 |
10 Years Annualised | 7.28 | 1.82 | 0.45 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.13 | - | - | - |
2023 | 4.21 | -0.99 | 1.33 | 4.99 |
2022 | -1.09 | -7.04 | 1.40 | 3.78 |
2021 | 3.07 | 5.18 | 1.85 | 3.60 |
2020 | -11.89 | 11.84 | 0.54 | 4.55 |
2019 | 6.17 | 5.40 | 2.01 | -0.75 |
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