Jupiter Merlin Income I AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/01/2025 |
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Annual Returns (GBP) | 31/01/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 31/01 | |
Price Return | -3.50 | 12.95 | 2.78 | 10.95 | -6.68 | 5.81 | 6.12 | 3.63 |
+/- Category | 1.98 | 0.54 | -1.30 | 2.88 | 3.78 | -1.72 | -0.61 | 1.15 |
+/- Category Index | - | - | -2.51 | 2.96 | 2.58 | -3.46 | -2.44 | 0.96 |
% Rank in Category | 15 | 40 | 61 | 17 | 15 | 74 | 60 | 7 |
Trailing Returns (GBP) | 11/02/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.10 | 0.37 |
1 Week | 1.62 | 0.68 | 0.80 |
1 Month | 3.92 | 1.18 | 0.95 |
3 Months | 5.05 | 2.41 | 1.80 |
6 Months | 7.53 | 1.94 | 1.14 |
YTD | 4.38 | 1.48 | 1.24 |
1 Year | 11.33 | 1.46 | -0.33 |
3 Years Annualised | 3.98 | 1.12 | -0.79 |
5 Years Annualised | 4.25 | 1.07 | -0.04 |
10 Years Annualised | 4.71 | 0.71 | -0.75 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/01/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.03 | 1.12 | 1.97 | 0.87 |
2023 | 1.66 | -1.40 | 1.18 | 4.33 |
2022 | -2.94 | -5.15 | -2.67 | 4.15 |
2021 | 1.39 | 4.17 | 1.19 | 3.81 |
2020 | -10.69 | 9.86 | 0.54 | 4.19 |
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