Jupiter Merlin Balanced Portfolio J AccRegister 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 | 10.42 | -3.00 | 12.49 | 3.35 | 13.92 | -3.59 | 7.97 | 2.54 |
+/- Category | 0.41 | 3.36 | -3.18 | -1.90 | 2.77 | 6.50 | -0.40 | -0.90 |
+/- Category Index | - | - | - | -1.17 | 1.65 | 3.68 | -2.70 | -1.27 |
% Rank in Category | 43 | 10 | 87 | 65 | 19 | 6 | 56 | 78 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.71 | 0.33 | 0.20 |
1 Week | 0.51 | -0.01 | 0.01 |
1 Month | -0.05 | 0.41 | -0.41 |
3 Months | 3.17 | -0.24 | -1.17 |
6 Months | 8.56 | -1.29 | -2.69 |
YTD | 2.59 | -0.71 | -2.34 |
1 Year | 7.22 | -1.39 | -5.08 |
3 Years Annualised | 4.57 | 2.33 | -0.25 |
5 Years Annualised* | 5.56 | 1.11 | -0.49 |
10 Years Annualised* | 6.67 | 1.20 | -0.22 |
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 | 3.07 | - | - | - |
2023 | 2.70 | -1.06 | 1.26 | 4.94 |
2022 | -1.20 | -7.13 | 1.32 | 3.71 |
2021 | 2.97 | 5.07 | 1.74 | 3.49 |
2020 | -11.87* | 11.76* | 0.45 | 4.46 |
2019 | 5.98* | 5.21* | 1.81* | -0.90* |
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