Jupiter Merlin Income Portfolio Fund L Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Merlin Income Portfolio Fund L Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev8.04 %
3-Yr Mean Return5.30 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta1.010.68
3-Yr Alpha-0.88-1.95
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)