Jupiter Merlin Conservative Select J Class Income UnitsRegister 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 | 5.82 | -2.82 | 10.53 | 5.95 | 3.25 | -11.59 | 8.15 | 0.72 |
+/- Category | 0.95 | 1.06 | 1.45 | 2.12 | -0.20 | -1.31 | 1.87 | 0.02 |
+/- Category Index | - | - | - | 0.78 | -0.45 | -0.52 | 0.42 | 0.23 |
% Rank in Category | 31 | 27 | 28 | 22 | 60 | 66 | 15 | 44 |
Trailing Returns (GBP) | 13/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.69 | -0.92 | -0.73 |
1 Week | 1.41 | 0.11 | 0.52 |
1 Month | 0.97 | 0.24 | -0.16 |
3 Months | 2.99 | 0.30 | 0.22 |
6 Months | 9.36 | 2.07 | 2.00 |
YTD | 2.48 | 0.44 | 0.23 |
1 Year | 7.41 | 0.87 | 0.14 |
3 Years Annualised | 0.19 | 0.39 | -0.18 |
5 Years Annualised* | 2.52 | 0.68 | 0.15 |
10 Years Annualised* | 2.81 | 0.09 | -0.86 |
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 | 2.27 | - | - | - |
2023 | 2.78 | -2.80 | 1.22 | 6.95 |
2022 | -3.50 | -7.66 | -4.37 | 3.75 |
2021 | -0.71 | 3.12 | -0.18 | 1.03 |
2020 | -7.05* | 9.29* | 0.79 | 3.48 |
2019 | 4.00* | 3.72* | 2.43* | 0.04* |
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