Jupiter Merlin Monthly Income Select Fund L 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 | 3.81 | -5.64 | 8.58 | 1.43 | 3.77 | -14.90 | 9.29 | 0.25 |
+/- Category | -1.05 | -1.77 | -0.50 | -2.40 | 0.32 | -4.62 | 3.00 | -0.46 |
+/- Category Index | - | - | - | -3.73 | 0.08 | -3.83 | 1.55 | -0.24 |
% Rank in Category | 71 | 86 | 59 | 81 | 50 | 90 | 4 | 70 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.34 | -0.01 |
1 Week | 0.62 | 0.51 | 0.02 |
1 Month | -1.08 | 0.06 | -0.57 |
3 Months | 0.49 | -0.21 | -0.73 |
6 Months | 6.61 | -0.03 | 0.01 |
YTD | 0.41 | 0.00 | -0.52 |
1 Year | 6.12 | 1.58 | 0.54 |
3 Years Annualised | -1.78 | -1.15 | -1.74 |
5 Years Annualised | 0.48 | -0.91 | -1.55 |
10 Years Annualised | 1.74 | -0.82 | -1.79 |
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 | 1.06 | - | - | - |
2023 | 2.58 | -0.30 | 1.11 | 5.70 |
2022 | -6.03 | -7.25 | -2.01 | -0.35 |
2021 | 1.48 | 0.92 | 0.52 | 0.80 |
2020 | -7.98 | 5.49 | -0.77 | 5.30 |
2019 | 3.10 | 2.52 | 1.47 | 1.23 |
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