Jupiter Merlin Growth Portfolio L Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average4 star
OverallAverageBelow 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 Measurements30/04/2022
 
3-Yr Std Dev11.52 %
3-Yr Mean Return7.93 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar UK Adv Tgt Alloc NR GBP  MSCI World Ex EMU NR USD
3-Yr Beta0.840.76
3-Yr Alpha0.63-2.28
 
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)