Jupiter Merlin Conservative Select J Class Accumulation UnitsRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.78 | -2.80 | 10.51 | 5.96 | 3.23 | -11.57 | 8.12 | -0.08 |
+/- Category | 0.92 | 1.07 | 1.43 | 2.13 | -0.22 | -1.29 | 1.84 | -0.77 |
+/- Category Index | - | - | - | 0.80 | -0.47 | -0.51 | 0.39 | -0.56 |
% Rank in Category | 32 | 27 | 29 | 22 | 61 | 66 | 16 | 78 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | -0.15 | -0.07 |
1 Week | -0.22 | -1.52 | -0.85 |
1 Month | 0.85 | -0.17 | -0.13 |
3 Months | 3.06 | 0.30 | -0.12 |
6 Months | 8.24 | 0.96 | 0.96 |
YTD | 1.54 | -0.52 | -0.65 |
1 Year | 6.41 | 0.21 | -0.60 |
3 Years Annualised | -0.31 | -0.52 | -1.00 |
5 Years Annualised* | 2.32 | 0.46 | -0.09 |
10 Years Annualised* | 2.73 | 0.03 | -0.90 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.46 | - | - | - |
2023 | 2.78 | -2.82 | 1.22 | 6.95 |
2022 | -3.48 | -7.68 | -4.37 | 3.77 |
2021 | -0.71 | 3.16 | -0.22 | 1.00 |
2020 | -7.03* | 9.27* | 0.78 | 3.50 |
2019 | 3.99* | 3.72* | 2.44* | 0.02* |
|
Advertisement |