Jupiter Merlin Income I Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Merlin Income I Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev8.22 %
3-Yr Mean Return2.93 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Cat 85%FTSE Wld TR&15%Barclays StlAgg TR
3-Yr Beta1.010.60
3-Yr Alpha0.56-1.44
 
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* This share class has performance data calculated prior to the inception date, 2011-09-19. This is based upon a simulated/extended track record, using the track record of Jupiter Merlin Income Portfolio L Acc (ISIN: GB0003629374), 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)