Jupiter Merlin Income 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 | 8.36 | -3.48 | 12.95 | 2.80 | 10.95 | -6.68 | 5.80 | 1.78 |
+/- Category | 0.91 | 2.01 | 0.54 | -1.28 | 2.89 | 3.78 | -1.73 | -0.10 |
+/- Category Index | - | - | - | -2.49 | 2.96 | 2.58 | -3.46 | -0.39 |
% Rank in Category | 34 | 15 | 40 | 61 | 17 | 15 | 74 | 57 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 0.26 | 0.17 |
1 Week | 0.73 | 0.24 | 0.20 |
1 Month | 0.30 | 0.81 | 0.18 |
3 Months | 1.05 | -1.03 | -1.91 |
6 Months | 7.28 | -0.81 | -1.76 |
YTD | 1.92 | 0.03 | -1.25 |
1 Year | 5.10 | -1.58 | -4.10 |
3 Years Annualised | 2.39 | 1.63 | -0.09 |
5 Years Annualised | 3.85 | 1.01 | -0.34 |
10 Years Annualised | 4.36 | 0.55 | -1.02 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.03 | - | - | - |
2023 | 1.66 | -1.40 | 1.18 | 4.33 |
2022 | -2.94 | -5.14 | -2.68 | 4.15 |
2021 | 1.39 | 4.17 | 1.20 | 3.80 |
2020 | -10.69 | 9.86 | 0.55 | 4.20 |
2019 | 5.44 | 4.14 | 1.91 | 0.93 |
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