Jupiter Merlin Income and Growth Select Fund J 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 | 8.49 | -15.06 | 12.40 | -11.84 | 15.43 | -12.39 | 10.13 | 2.71 |
+/- Category | -1.51 | -8.70 | -3.27 | -17.08 | 4.29 | -2.31 | 1.77 | -0.71 |
+/- Category Index | - | - | - | -16.35 | 3.16 | -5.12 | -0.53 | -1.10 |
% Rank in Category | 75 | 100 | 87 | 100 | 10 | 79 | 25 | 74 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | 0.26 | 0.41 |
1 Week | 0.73 | 0.20 | 0.54 |
1 Month | 4.11 | 0.27 | 0.14 |
3 Months | 4.12 | -0.92 | -1.05 |
6 Months | 9.84 | -0.56 | -1.01 |
YTD | 5.62 | -0.48 | -1.29 |
1 Year | 12.02 | 0.35 | -1.99 |
3 Years Annualised | 3.47 | -0.13 | -2.27 |
5 Years Annualised* | 1.76 | -3.37 | -4.66 |
10 Years Annualised* | 2.15 | -3.59 | -4.91 |
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 | 3.46 | - | - | - |
2023 | 3.43 | -0.53 | 2.06 | 4.89 |
2022 | -7.10 | -8.11 | 3.10 | -0.45 |
2021 | 2.20 | 6.19 | 1.89 | 4.40 |
2020 | -23.53* | 7.86* | -5.45 | 13.05 |
2019 | 5.22* | 2.36* | -0.26* | 4.65* |
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