Jupiter Merlin Growth Portfolio L Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageBelow Average3 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageBelow Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter Merlin Growth Portfolio L Acc
  • Morningstar UK Adv Tgt Alloc NR GBP
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev9.13 %
3-Yr Mean Return5.86 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK Adv Tgt Alloc NR GBP  Cat 50%MSCI WldFree NR&50%MSCI Sweden NR
3-Yr Beta0.860.56
3-Yr Alpha-0.920.71
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures