Jupiter Merlin Growth Portfolio L AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2022 |
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Annual Returns (GBP) | 30/06/2022 | |||||||
2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 30/06 | |
Price Return | 5.31 | 15.30 | 9.93 | -4.59 | 16.11 | 5.00 | 16.99 | -10.37 |
+/- Category | 3.08 | 1.18 | -2.77 | 2.61 | -1.94 | -1.90 | 3.42 | 1.20 |
+/- Category Index | - | - | - | - | - | -0.99 | 0.68 | -1.23 |
% Rank in Category | 28 | 92 | 89 | 13 | 69 | 61 | 17 | 42 |
Trailing Returns (GBP) | 01/07/2022 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | 0.52 | -0.97 |
1 Week | 0.53 | 0.10 | 0.50 |
1 Month | -6.20 | -1.28 | -2.38 |
3 Months | -6.95 | 1.09 | -0.34 |
6 Months | -10.28 | 1.60 | -2.10 |
YTD | -10.28 | 1.60 | -2.10 |
1 Year | -3.88 | 4.01 | -0.57 |
3 Years Annualised | 3.78 | 0.39 | -1.50 |
5 Years Annualised | 5.03 | 0.96 | -1.24 |
10 Years Annualised | 7.90 | 0.35 | -1.41 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2022 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2022 | -2.70 | -7.88 | - | - |
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 |
2018 | -4.61 | 6.90 | 2.64 | -8.85 |
2017 | 4.28 | 0.68 | -0.19 | 4.90 |
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