Jupiter Merlin Growth Portfolio Fund 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 | 9.93 | -4.59 | 16.11 | 5.19 | 17.34 | -5.90 | 11.12 | 4.39 |
+/- Category | -2.77 | 2.61 | -1.94 | -1.71 | 3.78 | 3.90 | 1.69 | -0.33 |
+/- Category Index | - | - | - | -0.80 | 1.03 | -0.05 | -1.29 | -1.03 |
% Rank in Category | 89 | 13 | 69 | 58 | 14 | 17 | 31 | 64 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.01 | 1.11 | 0.26 |
1 Week | 0.56 | 0.52 | -0.28 |
1 Month | -0.05 | 1.36 | 0.25 |
3 Months | 4.35 | 0.36 | -0.60 |
6 Months | 10.62 | -1.55 | -2.05 |
YTD | 4.64 | 0.64 | -1.49 |
1 Year | 12.33 | 2.23 | -2.42 |
3 Years Annualised | 6.27 | 3.33 | -0.51 |
5 Years Annualised* | 7.20 | 1.62 | -0.98 |
10 Years Annualised* | 7.95 | 1.37 | -0.88 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.45 | - | - | - |
2023 | 3.02 | 0.65 | 2.96 | 4.09 |
2022 | -2.63 | -7.80 | 1.14 | 3.64 |
2021 | 3.22 | 5.71 | 2.72 | 4.69 |
2020 | -13.63* | 13.67* | 1.93 | 5.11 |
2019 | 7.66* | 5.66* | 2.49* | -0.41* |
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