Jupiter Merlin Growth Portfolio L AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
|
Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 9.93 | -4.59 | 16.11 | 5.00 | 16.99 | -6.23 | 10.68 | 1.78 |
+/- Category | -2.77 | 2.61 | -1.94 | -1.90 | 3.42 | 3.57 | 1.25 | -0.60 |
+/- Category Index | - | - | - | -0.99 | 0.68 | -0.39 | -1.74 | -1.58 |
% Rank in Category | 89 | 13 | 69 | 61 | 17 | 19 | 39 | 70 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | -0.07 | -0.41 |
1 Week | 1.74 | 0.33 | 0.20 |
1 Month | 3.08 | 0.42 | -0.27 |
3 Months | 5.32 | -0.15 | -1.54 |
6 Months | 9.37 | -1.38 | -3.29 |
YTD | 4.98 | 0.00 | -1.70 |
1 Year | 14.65 | 0.98 | -3.54 |
3 Years Annualised | 7.59 | 2.90 | -0.64 |
5 Years Annualised | 7.89 | 1.42 | -1.20 |
10 Years Annualised | 7.93 | 1.24 | -1.11 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 2.92 | 0.55 | 2.85 | 3.98 |
2022 | -2.70 | -7.88 | 1.04 | 3.54 |
2021 | 3.14 | 5.63 | 2.65 | 4.61 |
2020 | -13.63 | 13.64 | 1.86 | 5.04 |
2019 | 7.66 | 5.66 | 2.49 | -0.41 |
|
Advertisement |