Jupiter Merlin Income Portfolio L IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 7.72 | -4.03 | 12.28 | 2.16 | 10.30 | -7.25 | 5.18 | 1.88 |
+/- Category | 0.28 | 1.45 | -0.13 | -1.92 | 2.24 | 3.21 | -2.35 | -1.05 |
+/- Category Index | - | - | - | -3.13 | 2.31 | 2.01 | -4.09 | -1.74 |
% Rank in Category | 44 | 26 | 51 | 66 | 22 | 19 | 82 | 81 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.14 | -0.43 |
1 Week | -0.15 | -0.82 | -1.27 |
1 Month | -0.63 | 0.39 | -0.08 |
3 Months | 1.13 | -1.12 | -1.97 |
6 Months | 6.86 | -2.61 | -3.84 |
YTD | 0.98 | -0.40 | -1.65 |
1 Year | 3.71 | -2.54 | -5.04 |
3 Years Annualised | 1.53 | 0.91 | -0.65 |
5 Years Annualised | 3.03 | 0.35 | -0.92 |
10 Years Annualised | 3.72 | -0.06 | -1.67 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.88 | - | - | - |
2023 | 1.51 | -1.54 | 1.02 | 4.18 |
2022 | -3.09 | -5.29 | -2.83 | 4.00 |
2021 | 1.26 | 4.01 | 1.05 | 3.64 |
2020 | -10.82 | 9.69 | 0.39 | 4.03 |
2019 | 5.30 | 3.98 | 1.76 | 0.78 |
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